Navigate to Client and/or Matter from Task

Follow

Shawn Ervin

• May 13, 2019 20:38

Task management would work better if the tasks on the home page widget and the task popup screen had a link to the client and/or matter. I almost always have to go to the client to complete the task. Once I open up the task to review the notes, I have to close the task and navigate to the client from the search bar. This extra step is frustrating. 

0

• 

  Kris

  • August 02, 2019 00:47
  • Edited

  Thanks so much for your input - this has been provided to the product team.

  0

  Comment actions Permalink

Please sign in to leave a comment.