Feature Requests

Would love to be able to add a screenshot or images directly into a template or project. It would be nice, as we use Sage Quantum 50 and there are a lot of little things that can mess up a transaction or reconciliation, so we typically include a screen shot for reference and as a reminder.

I would like to have the ability to import Excel or CSV files to create job templates. This feature would streamline the process of setting up job templates by allowing me to use existing data from spreadsheets, rather than manually entering each task. It would be a significant time-saver and improve efficiency in managing workflows.

Would like the ability to export templates into Excel with the task assignments and other info