OrchestraO
Orchestra
Apr 23

Tasks created in the "Tasks" view cannot be assigned to a customer after they are created

If you go to "Tasks" and create a new task without selecting a customer, you cannot assign the task to a customer later. Instead, you must archive the task and recreate it, selecting a customer this time. Proposed solution: Ideally, you should be able to move a task between customers. However, this might raise concerns, such as how to handle comments posted by a specific customer. The simplest fix would be to allow assigning tasks to a customer if the task is not currently assigned to any customer.
PendingPending