More Checklist Improvements

Last month we updated checklists to include due dates on tasks. We’ve gotten some really positive feedback and made our due dates even better as a result.

Starting today, you can view your soonest due tasks from the dashboard. You can also receive a daily email reminder of what’s on your task list or add your tasks to your preferred calendar: iCal, Outlook, or Google Calendar. Here’s a video that walks through the changes:

We also gave account administrators additional options with checklist permissions. Now you have the option to let a non-admin user add checklists to transactions they’re assigned to. You can enable that permission by editing their profile under [Admin] and [Manage Users].

  1. Great job, PPL! I love how you are innovative and moving the product forward. Thanks a million! The calendar integration is perfect.

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