General
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23 votesunder review ·
AdminClientSpot Admin
(Admin, ClientSpot)
responded
Other than the (optional) due date for the project, how would a workspace be different in terms of how you use it?
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Subcontractor Access
I would like to see great subcontractor access. As I bring on a subcontractor, I would like to set permissions so they can only have access to certain clients and certain projects within that client. I do not want the subcontractors to see everything in the system including my client roster. We NEED the ability to to minimize what they see. I use ClientSpot with my clients, but can't use it with my VAs because of this.
14 votes -
Add ability to log a fixed amount
Logging time is not the unique thing that we log. Please add the ability to log also a fixed amount of money.
Often we log meetings, costs, service calls ecc.9 votes -
Upload avatar/picture
Would love the ability to add an avatar or picture under the people section. The avatar/picture could show up along with comments, etc. Because we work in a virtual world, it really helps to connect with someone visually.
7 votes -
integrate with google apps
would be really cool if you would integrate with google apps so that tasks could be assigned via email and tasks show up as to do's in google calendar and task list.
7 votes -
Set email reminders for events in the calendar
Set email reminders for events in the calendar that are not part of a project or task. Being able to export to outlook is good but not enough. We sometimes add events to the calendar that are not part of a project and it would be so useful to get reminders about it and be able to set when the reminders come in. (down the road would be great to get SMS reminders too and it's a potential revenue stream for you too.)
7 votes -
Add CNAME capability
Give the ability to map support.mydomain.com
7 votes -
gantt chart for estimating the project
I would like to estimate task but hours and weeks. be able to schedule one after another, or specific 2 or more task can be done at the same time. Then from this data make a gantt chart
6 votes -
Add accept task when delegated and request update status
When delegating a task, it would be helpful to know if they accepted the task. Then be able to request a status update from them too.
5 votes -
Task Priority option rather than just due date
Often times we have tasks that don't have a hard deadline. Many of these tasks and their priority change on a regular basis depending on the current workload and needs. The one thing missing for us in this system is general priority ranking. So we can set a task to "high, medium, low".
5 votes -
User Notification
I have a recommendation for a future upgrade. Currently in the system, let's Person 1 (P1) and Person 2 (P2) (in the same company) are given permission to view and receive notifications for all updated projects and tasks for all clients.
It would be nice to be able to make some changes to this set up. Example; I am setting up a Project for Client “A” and I want to give P1 and P2 access to all tasks within this project however I do not want P2 to receive all emails regarding all tasks within a project. Rather, I want… more
5 votes -
Login form to embed in own website
It would be really great to have a login form (login form code) that we can embed on our own site so clients can access the account from our own sites rather than having to direct them elsewhere.
5 votes -
3 votes
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allow me to see a total of estimated time by project or person
So I need to understand how long a project takes by rolling up all estimated task into total # of hours. And also in that vein how many hours is assigned to one person. basically, I'm asking you to enter into the foray of resource management too.
3 votes -
Add the categories to the task level, not just the project level
It would be very helpful if tasks could be grouped by the categories, like you can set up categories for projects.
3 votesunder review ·
AdminClientSpot Admin
(Admin, ClientSpot)
responded
looking into task categories – any feedback on how you would like to use them (once they exist) would be welcome
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3 votes
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Global project announcement for clients
I recently got an email from your system that had tips for using your service. In it, for number 2, was this: "Client status updates - You can simplify the back and forth email flow by having clients login to ClientSpot to see the latest project or task status. "
It would be great to have the ability to leave an overall "global announcement" at the top of the project area when they first sign in within different background colored box changeable only be admin. That way its the first thing clients see and they can't miss it! This also… more
3 votes -
add export and/or API functionality
Your service looks like it would be very appropriate for us, but it bothers me immensely that I do not see any ability to export or interact with your service using an API.
I would like to have access to my data and if I'm going to be paying to user your service, I'd like to have an option to leave and take my data with me.
I hope you understand :)
3 votes -
Make the Task screen actionable
It would be GREAT to be able to mark tasks as complete from the Tasks tab. What's the point of seeing them in a list if we can't take any actions on them from here?
Another action I'd like to be able to take from the Task screen is to be able to click on the client or project name for any task and go straight to it.
A lot of simple actions in ClientSpot require far more clicks than they should.
I'd love to see you streamline these things: just make everything clickable.
3 votes -
Calendar Scheduling Update
I like the idea of adding an event to the calendar, however, I think some features need to be added.
For example, if I am going to be out of the office, it would be nice to place this in my client's calendar in Client Spot. However, if I have 40 clients in ClientSpot, I have to do this individually/40 times and if I am going to be out of the office for five days, it would be 200 times. Then on top of everything, it will be on my calendar 40 times for that day.
If something could be… more
3 votes