I have a feature request I would love to see implemented. We are in the process of updating our tax work items. In a regular section, I can copy the update from my working copy and then drag the changes into the correct section. For Client tasks, this feature is not available. I end up having to add each update individually, which is very time consuming. If I could also drag and drop into a client task, this would really speed up the process.
We can’t reset the work item to the template. The client task has a set first 5 tasks and then it is individualized for each client. We are trying to update our first 5 tasks without loosing the individual tasks.
If you can drag and drop into a regular section, why not make it so you can drag and drop into a client section as well? Please request this feature as well if you think it would be useful.