The ability to duplicate tasks (instead of an entire workflow) is a suggestion I have considered for a while. Our firm utilizes Smokeball for our “in-office” matters as well as client matters, and at times we need to duplicate weekly/monthly/yearly tasks. Having this option for reoccurring tasks or a button to duplicate a specific task (for multiple employees etc.) would be great! I hope this can be an added feature in the future.
Thoughts from other users on this; is this something that would be beneficial to your firm too?
Page 1 / 1
Hello Rebekah,
I have heard of other firms requesting this as well. For any that have not yet put this suggestion in, please do so here. I am sure our Product team is keeping an eye on this. Thanks for posting in the Community!
Are you a prosper firm? Why not consider creating a bunch of workflows to do this, and have the last task be to relaunch the workflow. When creating a task in a workflow, you can even right click on it to duplicate it and then maybe you can just push the date out a week or month as needed when creating it.
Hi
It did yes! Thank you
Sign up for best practice advice, tips and to connect with your peers.
Already have an account? Login
Login or create an account
No account yet? Register
Login with your Smokeball account
Login with Smokeballor
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.