Action column on invites and responses page
The notes field is great, but if you have to action something, i.e. call back on a specific date or time, send a Bill of Quantities when available, arrange meeting etc we curently have to add these items to our outlook calendar, as you don't go through all the notes every day to look for things to do.
If there was an action column displayed to the right hand side of the status column we could see at a glance any actionable items.
I think it would require an editable field as actions will vary greatly but a completed option so that it then archives that action as complete, allowing another action to be recorded if necessary.
Christine Jenkins
shared this idea
Thanks for the suggestion. We’ve tried to keep the invites and responses page as simple as possible for you to keep of track of what is happening in the project at a glance. We agree that it would be great to be able to manage your workflow for the project in greater depth in the EstimateOne account, and we’ll be looking into how we can improve the invites and reponse page in the future.