Feature Ideas

Add a bulk download option in the client portal so that clients—just like internal users—can easily download all their documents at once, saving time and reducing frustration from having to retrieve files individually.

Plans come with a set amount of storage per plan, but there is no way to view the total utilisation across the plan.

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To achieve consistency on colors, add icons, change font...

Let clients fill out / edit information on their profile (name, avatar, notification settings...)

Currently, you have it so I can only attach 1 company to each contact. While this works great if I have 1 company with multiple partners, this doesn't help me if I have multiple companies with the same partners.

To be able to have the cover fill up top portion cleanly

Give the ability for dark mode, for both us and for each of our Client Portals.

It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end

Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

Eliminate clutter

Connect multiple accounts Bulk emails Bulk deletion

It would be great if we can view our workspaces by alphabetical order and not just by creation order. I know we can set it in alphabetical order, but once we click out of it, it defaults to date creation.

Why Goals? As a service provider, your clients focus on results, not just tasks. While tasks handle specific to-dos, Goals offer a comprehensive, visual overview of your work, helping clients see the bigger picture and track overall progress. How It Works: Create multiple goals within each client workspace. Set due dates for each goal. Track progress easily. Add rich text descriptions and instructions.