Feature Requests

Staff task action (category) vs task notes (respective description) are 2 diff things. We need the ability to have a notes column w/ a text box to describe a general description users can edit as workflows change. Current set up makes it harder to manage internally, changes affect automated tasks, and lead to duplicate categories.

Give the ability to create a new task action from the task dashboard. Currently, we can only choose from a list that's created by Admin. We're finding we have to create one-off tasks that are not on the list.

We are using tasks in a project and sales world - if Albi is supposed to be a one-stop CRM, we need to be able to utilize it with the best features. One of the features we see as necessary in sales is a recurring task so that our team can set monthly, weekly, yearly, etc follow-ups with customers/accounts/vendors/etc. This is a very large miss in this software.

I'm constantly opening files multiple times a day because I can't remember if I've already reviewed them. It would be incredibly helpful if there was a way to quickly identify if a project needs follow-up right in the project list. Perhaps a little flag, date, check mark, or even a scribble could be used to indicate this. This would save me a lot of time and make my workflow much more efficient.