Our firm has standard Client Task Sections in many of our templates, we customize based off of the type of client and information we may need from the client before sending client tasks out. There are times where we receive the information through a different method than the client tasks or find out we no longer need the information that we were asking for, but we still have tasks (information) we still need from the client.
I know you can always complete a task or delete the client tasks section, but has anyone found a work around for “Canceling” the task or the client task section, some way to leave the Client Task Section as it was when it was originally sent?
We love the way Karbon helps you have an audit trail of who and what other team members have done and would prefer to see those things through cancelled, rather than complete or deleted.
Currently we are marking the task complete and marking an Internal or External comment that the task no longer applies.
Best answer by Kirk Jeske
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