Topics started by Jenelle EBA

3 Discussions

J
Beginner
Jenelle EBABeginner
posted in Ask a Peer

Amending Completion dates in work

Hi all, I am hoping that it is possible (or at least on the roadmap it will be possible) to amend a completion date to the day it was actually completed, even it it’s marked off after the event.  I have an employee who is getting used to changing statuses as we go, and to be honest, I sometimes forget myself.  However I can usually tell from items on the timeline of a piece of work when it was completed. If I mark things as complete in my regular cleanup of work, it gives a misleading picture of how long it takes to go through the various stages. Thanks.

2
Jared Cordner
Rising Star
1 year ago
J
Beginner
Jenelle EBABeginner
asked in Ask a Peer

Copying individual tasks one section to another section

Hi I have a one-off project that involves the same admin work relating to several clients in my practice, and I would like to copy the tasks I have created for each Client Section to all the others. Is there an easy way to do this?

2
J
Beginner
2 years ago
J
Beginner
Jenelle EBABeginner
asked in Share Tips & Best Practices

Timelines

Is it possible to quickly add several conversations on a person timeline to a work timeline?

3
Kirk Jeske
Rising Star
2 years ago

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