Context- I’m a solo pro account: I’m currently using my Key Date banner as my working task list within each transaction to move more quickly through individual files. I really only want to see what is left that requires me to touch it. Once it’s complete, I’d love for it to be removed from the banner. Right now, if one task is very overdue but they date needs to stay as it was because it’s tied the roadmap, etc, there may be several completed tasks in between this past due task in the banner and the upcoming tasks that require my action. Obviously, I can scroll back to find it or I can look below and filter key dates in the larger task list, but if my banner only had tasks still requiring attention at the top, I could more quickly check in on each file. EVEN BETTER - please make it so I can complete the Key Date Banner Tasks from the Banner View instead of having to Open the individual task and complete it. Sounds silly but TC work speed heavily relies on how I can work “ON” my files, not “IN” my files. If these updates were made to the banner, even if I have to click “IN” my transaction, I can very quickly see where things are, check things off, without a million clicks or scrolling.
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In Review
💡 Feature Request
30 days ago

Adrian Thomas
Get notified by email when there are changes.
In Review
💡 Feature Request
30 days ago

Adrian Thomas
Get notified by email when there are changes.