Attach pre-determined deliverables to the stages in a workflow template to avoid having to re-enter the deliverables for each client. Agency users can delete for a client if necessary.
Thanks for adding this idea, Jeff. Background: I would like to use app with coaching clients and establish deliverables for the work they have to do to achieve their goals and results. If I can add them to the workflow template, I don't have to reenter them each time, and I can delete what the client doesn't need for a particular project.
Thanks for adding this idea, Jeff. Background: I would like to use app with coaching clients and establish deliverables for the work they have to do to achieve their goals and results. If I can add them to the workflow template, I don't have to reenter them each time, and I can delete what the client doesn't need for a particular project.
0 1 year ago Reply