Easier Reports to Client on Remaining Hours

When reporting retainer hours, I currently have to take a screenshot and then add text to help clients decipher what each column means. Then I reupload the report back to the portal chat for the client. I wish there was an easier way to do this. We click a button to associate a board with a chat thread. Might there be a way to click a button to add an update for the client’s remaining hours with notes, and dates? Not sure if this will open us up to problems or what.

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

5 months ago

Author

Olaniyi Swarn

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