Feature Ideas

When adding new tasks or updating tasks, it jumps you back to the top of the screen so you have to keep scrolling down over and over again when creating. The scroll feature can be very slow at times. When saving it would be great if it just stayed where you are on the page. Also would be nice to do several changes (Ie hide/make visble on multiple items) without jumig to top and having to scroll down again.

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.

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

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

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.

It would be very helpful to allow for a single Client (i.e. Contact) to have multiple email addresses associated with their records. We are seeing instances where a client makes a habit of using multiple email addresses and it becomes a pain in the next two have more than one contact for the same person.

Chatflo AI: your own chatgpt powered by your business data

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.