I have not been able to find a way to successfully do this yet - any tips and tricks are appreciated!
I would like to send our checklist one task section at a time so as not to overwhelm clients. Has anyone encountered how to automate sending the next section to the client once the preceding section is complete? Thank you!
Hi 
Welcome to the community!
I do not believe it’s possible to send client requests based on completion of previous section, but that would be a great option!
If you put in a feature idea, post a link to it here and I’ll go vote for it.
Same! I’ll vote for it too :D
Could you have an automator that changes the status of the job to a specific status when a client task list is complete and then you can just check for that specific status and manually push through the next client task? Still not ideal but at least at a quick glance you could see who has completed their first client task list and get the next one out….
We do something similar,
Already have an account? Login
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
