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melindakoth's avatar
melindakoth
Copper Contributor
Jan 07, 2020

Tasks for external guests

I have set up a plan, with different buckets, and tasks within those buckets. Can I add an external guest to individual tasks without them seeing the whole bucket or plan? Or can I add them to a ta...
planner
  • melindakoth's avatar
    melindakoth
    Copper Contributor
    Jan 08, 2020

    adam deltinger 

     

    Do you know of a way to handle client tasks and reminders?

    I have a Bookkeeping practice and don't really want to pay for a separate program

    • adam deltinger's avatar
      adam deltinger
      MVP
      Jan 08, 2020
      Hi! Can you please describe in a little more detail what you’re after?
      • melindakoth's avatar
        melindakoth
        Copper Contributor
        Jan 08, 2020

        adam deltinger 

         

        I have plans set up for each of my clients business's, with buckets and tasks within each of those client companies buckets.

         

        As well as tasks for each of my clients companies that my practice has to fulfil, I want to be able to setup tasks and reminders (preferably email reminders), for my clients to under take and complete. When that task is complete I also want to see that the client has completed the task and/or attached documentation..... all within planner...

         

        Hope that makes sense

         

        Hope that makes sense

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