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Permit Expiration added to Permit List Columns

Permit expiration is not a column that can be added to the Permits list inside Projects. This is the most important information regarding permits for clients, why would this not be a field to choose as a column.
Renee Thomas 6 months ago in Permits Needs review

Permit Expiration Alert

It would be great if permit expiration date was noted on the Project Alert Calendar and Team Open Items.
Kenani Brandon over 2 years ago in Alerts and Calendars / Permits Future consideration

Email checklists

Allow to email the checklist assignment to the assignees.
Guest over 1 year ago in Alerts and Calendars / Checklists / New Email Features & Email Browsing / Notifications Future consideration

Include Checklist Templates in Lead/Project Wizard

We have elected to utilize "Checklists" to assist with internal workflow. We have created a checklist template for leads and estimates which includes the steps of our internal workflow. In creating a Lead, we add the checklist template to the lead...

Add "responsible contacts" to checklist from internal/master contact list and auto-update lead/project directory

There are multiple potential solutions to the issue at hand here, I am merely presenting a solution that seems logical from an end-users perspective. As stated in SAGECM-I-553, we utilize checklists for many internal workflow related items. In doi...
Carl Lyles almost 2 years ago in Checklists / Project Directory Future consideration

Status updates for checklist

Need a way to make a custom checklist that gives you an option with (not started, pending, completed, N/A, etc)
Carlos Almeida 6 months ago in Checklists Needs review

Option to email all responsible contacts on the checklist

Client would like to be able to email all the responsible contacts attached to the checklist; similar to the "email resources" function works on the gantt chart in scheduling.
Patrick Sheppard over 1 year ago in Checklists / UI User Interface Enhancements Future consideration

Notice to Owner/Contractor (NTO) - Ability to Log and Report On

Notice to Owners are on almost every job and is currently manually tracked. It would be very useful to have the ability to record and track Notice to Owner/Contractor NTO, and report on Open/Final NTO's. Would have the date and reference# and a ch...
Dawn Parents over 2 years ago in Comply Notices / Issues Already exists

Include checklist items in Teamlink portal so that it can updated by person responsible

{"children":[{"type":"paragraph","children":[{"text":"Ccurrently, checklist items are available in Teamlink portal."}]},{"type":"paragraph","children":[{"text":"It will be very useful to include this in Teamlink portal so if can updated by externa...
Shiva Muthuswamy 7 months ago in Checklists Needs review

Added Details to Checklist Reports

When running the report for a checklist, it leaves out details that are entered when creating the checklist (task assigned to _____, and due date). This would be great to include in the report because we could send our Owner's a report showing tas...
Guest over 1 year ago in Checklists / Log Style Reports Future consideration