autobook's avatar
autobook
Experienced Cover User
8 years ago
Status:
Archived

Dashboard: Customisable reminder/note

I use many industry specific accounting systems and the best of these include a "Post it notes" type message on the dashboard that can be seen by any user to inform them of a task to be performed or a pending action. This is very helpful as it is in constant view each time the dashboard is present rather than the user having to navigate to a particular notes or comments section on a card, which would require them to have a pre-knowledge of that notice.

 

As an example, we currently have an casual employee who quit prior to working her final day for which she had already been paid.  It would be beneficial to have a "Post it note" on the dashboard as a reminder to check that the refund arrives.  Some other systems have this feature and it works brilliantly.

 

Cheers....  Nick

 

"Post it notes"

3 Comments

  • Great idea, I too think this would be very useful

  • Status changed:
    New
    to
    Archived

    Thank you for the idea. Unfortunately, this request has had little support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

  • Kareg's avatar
    Kareg
    Experienced Cover User

    Could a To Do List or Reminders List be added to Essentials to prompt posting of Recurring Transactions please?