client column
I provide bookkeeping and business/management services and I use Task Coach to track my time spent for invoicing purposes. I perform the same tasks (Accounting: AR, AP, financials, Admin: correspondence, filing, membership updates) for multiple clients on a daily basis. I would love to see a new column added for “Client”.
Right now I achieve this by creating a Task for each client, and actual tasks (AR, AP, correspondence, etc) as subtasks. I then assign each subtask to a category (Accounting, Admin, Management, Consulting, Technical). The same subtasks are repeated under each client. Because my clients are set up as Tasks, I have to separate them from the subtask when I export for invoicing (Excel text to column function).
What I would like to see is another column for clients, or even multiple columns. The new effort dialogue would need corresponding drop-down fields added. Those who prefer not to use the new columns could simply ignore them. Is something like this possible?
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AdminAaron Wolf (Admin, Task Coach) commented
Yes, something like this is possible. There are other similar requests for having a client list. You could also try using categories, and templates might be useful…
We probably won't get to this any time soon, but thanks for the request.