Next Meeting Date as Task Due Date | Voters

Next Meeting Date as Task Due Date

closed

Chelsea Hodl

Some tasks don't need to be done until the client's next meeting. Would like to set a task due date as the Next Meeting Date. If there is no Next Meeting Date set, then task should not show up in Hub Feed. (This prevents Hub Feed from getting bogged down with unnecessary tasks.)

October 6, 2023

Louis Retief

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closed

David Shotwell

YES... and the ability to make due dates so many days/weeks prior or post of a meeting. Red Tail's workflow system did this and it was very helpful for meeting prep and follow - up.