Feature Requests

I would like to view project notes directly from the Projects tab without having to open each project individually. This feature would make it easier to quickly access and review notes without navigating into each project.

Thank you for the custom date option for projects. Can we make it so that we can sort the Project table by that custom date? We will be using it to help facilitate our FIFO method for tax preparation by setting it as a drop off date. I need to sort by that date to know whose return is next on this list to be assigned to a preparer.

I would like a built-in rolling 4-week filter option for projects. Currently, I have to manually set a custom date range each week to maintain a consistent 4-week view, which is inconvenient. Having an automatic rolling 4-week filter would streamline my workflow and save time.

When choosing a due date, I would like to see a Today button on the drop down calendar.

It would be great to have sortable labels in the labels column on the Projects home page, like Status, Client, etc.

I find it inconvenient to manually select 'Custom' each time I want to sort jobs due next month. It would be very helpful to have a 'Due Next Month' option directly in the Due Date dropdown on the Jobs page, making it easier to organize and view upcoming tasks.

Currently, subtasks and checklist items are only available within the app and cannot be exported separately. It would be beneficial to have the ability to export these items as separate columns in an Excel file, allowing for easier reporting and analysis.

The filter feature works great. I would also like to group by column names. For example, no filters with all projects grouped by Client.