Client & Third Party Portal
Louis Retief
Merged in a post:
waiting on 3rd party button in task details
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Debbie Wise
Similar to "client is responsible for completing this task, add button to task details for "third party is responsible for completing this task" Then we could see on the dashboard that we are waiting for someone else like we can when we are waiting for the client. This would be helpful when working with vendors like lawyers, CPAs, insurance people and mortgage brokers
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Mike Sigmon
It would be great to create and share tasks directly with clients! We are exploring and considering a few tools like Knudge, Trello, and Meistertask simply because they would allow us to create task for clients to see (i.e. "upload your tax return before next meeting" or "sign account transfer form").
Fred Egler
Merged in a post:
Send clients their list of tasks in a workflow
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Louis Retief
It is great that Hubly allows me to assign tasks to clients. However, I need an easier way to communicate these tasks to clients. Right now I am copy and pasting these tasks into Excel, email or some other application and manually sending them to the client.