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Add Option for Checklists to be visible on the portal)

Feature Request

This was requested during one of the trainings and I like the idea! Maybe it could be a One Click with a Pop Up view similar to the Notes view within the Global Transactions List Dashboard if the concern is that these would make the tasks too long.

Posted by Adrian Thomas ·
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Comments1

  • brett

    •

    Sep 4

    @Adrian Thomas We would likely sandwich the checklist in between the Task TItle and the video/description.

    Can you provide an example of a checklist that you might want to share on a CLient Portal?