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WorkItems from API with client tasks that send 0 days after start date



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Userlevel 7
Badge +19

Nice! If we can set and send client requests to a recipient, that will be a game changer for this tax season. Programmatic, customized client requests sent automatically… could be huge.

Userlevel 3
Badge +1

Nice! If we can set and send client requests to a recipient, that will be a game changer for this tax season. Programmatic, customized client requests sent automatically… could be huge.

 

Yeah, similar. We set up the first client task to send automatically 1 day after the work item start date. Using the API I plan to set the work item start date to Jan 2 and will also set the recipient of the client tasks. 

 

Really wish we could kick off a client task based on the completion of prior tasks. And also wish we could send out client tasks that didn’t actually have tasks (just an email).

Userlevel 7
Badge +19

 

Really wish we could kick off a client task based on the completion of prior tasks.

If you put in a feature idea, comment the link here and I will vote for it. 😀

 

And also wish we could send out client tasks that didn’t actually have tasks (just an email).

I’m pretty sure there are a few feature ideas on like this already.

 

 

 

 

Userlevel 2
Badge +1

@Smitty it totally works!

 

thank you all

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