Feature Requests

id like to request a team feature and not more focus on solo biz on a pro account..my teams growing and we are partnership.. we woul like to have 1 team account and deligate a lead to our va and also set a lead to our desired member and we can monitor his/her task on that list of lead.. I mean we have the main data of lead and we assign to them the leads and we monitor and follow them on that.

It would be great to be able to assign tasks to clients and have milestones that clients can see.

I wish to have subtasks and checklists under Tasks

It would be great if we could work on internal projects in the portal as well. These wouldn't need contracts or invoicing, but would still need deliverables, tasks and project plans etc. It would be so useful for working on my website, or planning content for social media, or a calendar of networking events, or prospecting etc.

I'd love to have a welcome page on the portal which shows the client a quick indy video on how to use it, and it could be templated to automatically include the things I'd manually add to each portal like FAQs, best practices, welcome pack, etc

Project portal- Once a task is completed it should automatically move to the done tab so that you see what still needs to be done without having to manually move it

SOP standard operating procedure tool

A better note taking section within a project that includes time stamps, and the ability to create a separate note for each entry. Also, basic syntax would be very beneficial. I make important notes throughout a project however, I need to use an external app such as Evernote & then import the note when the project is complete.

I'd love to see a couple of things. One is I'd love to be able to permanently sort the projects by active/to do/etc, or the ability to move the projects around so they're in an order of importance. I'd also love to see 'active' projects in the sidebar so I can easily toggle between projects.

Something that I feel Indy would excel in...project packages! Being able to assign or create packages for clients and applying those packages to their proposals and/or contracts! Then once selected, it could automatically be posted to an invoice for payment (or pay retainer).