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Feature Requests
Description
Category
Invoices
Contracts
Tasks
Proposals
Forms
Time Tracker
Files (formerly Drive)
Projects
People, Contacts
Profiles
Chats, Comments, Messaging
Other
Account Management
People
Calendar
Remove Indy Branding
Client Portal
Uncategorized
Ability to show time tracker data on client portal
I'd like for my client to be able to see my total time tracked data in their portal. Right now, they only see the listed tracks.
0
6
Clients should be able to mark tasks as complete
I'd like my clients to be able to check off the tasks that are completed.
0
6
Project portal log-in for clients
I'd like to portal login page for clients.
1
26
add custom tab for integrations
I would love for us to have the ability to have a custom tab that integrates with 3rd party apps. Such as Jira or google calendar scheduling/calendly . this would also be helpful to share GA4 reports easier or have a tab that can be called website health and provide snapshots using API to 3rd party tools like new relic.
0
1
Allow clients to submit work requests
Can we have a form where clients can upload screenshots, files etc and request a task? like general content updates or bugs? after the client submits the form, a new task is automatically created with the information they filled out in the form?
0
1
Ability to save proposal content blocks
I'd like to be able to save proposal content blocks for reuse, as opposed to an entire document. This will allow me to easily bring in different content in a proposal.
0
4
Project templates
It would be awesome to have project templates, with tasks already created. Then you could create a project and auto-create the things you most often use.
18
·
in progress
93
Ability to turn off chat and/or email replies
I'd like to be able to turn off chats and email replies that redirect into chat threads for clients so that they can't send messages.
0
1
Ability to restore past invoice versions
I'd like to be able to access and restore past invoice versions.
0
6
Ability to add attachments to invoices
I'd like to be able to add an attachment to invoices. I have clients that require additional items when I send them their invoice.
2
34
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