Processes Checklist

The task list is great, but could it be expanded so we could make a processes template to adapt for each client? Right now I have to go outside of DF in order to create a checklist for each stage of the process…loa sent, thank yous, client gifts, etc.
Thanks so much!

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Upvoters
Status

Completed

Board

💡 Feature Requests

Date

Almost 3 years ago

Author

Rochelle C Grass

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