Task Checklist
A simple, always‑accessible task list — similar to how chats remain open — where you can add items with tick‑boxes that you can check off as you complete them. It doesn’t need to be linked to Splynx tasks; it’s just a quick reminder list that stays visible and easy to update, helping you keep track of what needs to be done.
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Comments1
Stephanie Allan
Mar 23
Maybe add it as a module on the main Dashboard? It would also be helpful to be able to add due dates with email reminders. We have been using the Scheduler to do some of this, but those are usually tied to a customer. If we could have a general task list, as mentioned, easy to add to and check off.