Idea Exchange

We would like to be able to assign a resource to a checklist item.

Desired Outcome:

We would like to be able to assign a project resource to a checklist line.

Add the ability to create a temporary gap in a resource’s task assignment, then resume the same assignment later without changing the role or rebuilding the schedule. This would make it easier to handle short-term unavailability without disrupting the rest of the plan.

Allow users to define and persist a custom column order for Project Assignments in the Workspace Assignment view so it remains consistent after refreshes and updates. This removes the need to repeatedly reorder columns and improves usability on complex projects.

In the Resource Plan, system does not accept an update to monthly forecast if the task spans more than the month.

Desired Outcome:

Need the ability to update Scheduled hours in monthly buckets regardless of the task span. If a task spans more than a month, then the number of hours being entered should be ingested for that month only.

Current Workaround:

Enter Scheduled hours in weekly buckets.

The Global Workspace provides an excellent consolidated view of projects but is currently limited to view-only access. Project Managers responsible for multiple projects must open each project individually to update schedules, statuses, dates, risks, effort, or other project information. Managers and PMO leaders also lack the ability to quickly support teams by making updates or reviewing and correcting information across multiple projects from a single location.

Desired Outcome:

llow authorized users to edit selected fields directly from the Global Workspace. Support inline editing, bulk updates, multi-project selection, and configurable permissions to control which fields can be modified. Managers should be able to view and update key project information across all projects they oversee, improving portfolio visibility, governance, and data quality while reducing administrative effort.

Current Workaround:

Users must open each project individually to make updates, even when the same change applies to multiple projects. Managers rely on reports, dashboards, and separate project reviews to identify issues and support their teams. This creates additional effort, slows updates, and makes portfolio-level management less efficient.

Users can accidentally modify the task structure in Workspace and cannot easily revert their changes. Examples include: Indent / Outdent actions Moving tasks within the Workspace Reorganizing task hierarchies This can lead to lost time and frustration when trying to manually restore the original structure.

Desired Outcome:

Introduce an Undo / Redo feature that allows users to quickly reverse recent actions. Supported actions could include: Indent / Outdent Task moves and drag-and-drop actions Hierarchy changes Task creation and deletion Keyboard shortcuts (Ctrl+Z / Ctrl+Y) would further improve usability.

Current Workaround:

Users must manually: Move tasks back to their original position Rebuild task hierarchies Reapply indentation levels This is time-consuming, especially on larger project plans. Business Value Reduces user errors Saves time Improves user confidence Enhances the Workspace experience Aligns with standard functionality found in modern planning tools Priority: High Impact: High frequency usability improvement for project teams.

Project Managers often need to update multiple tasks at the same time following scope changes, resource adjustments, revised estimates, or planning updates. Currently, task durations, effort, dates, and assignments must be reviewed and updated individually, making large schedule updates time-consuming and increasing the risk of inconsistencies across the project plan.

Desired Outcome:

Allow users to perform bulk updates on selected tasks and apply changes across one or multiple activities simultaneously. Users should be able to update duration, effort, planned hours, start dates, finish dates, assignments, calendars, and task status for multiple tasks at once. The system should automatically recalculate impacted schedules, dependencies, and resource demand based on the changes. Before applying updates, users should be able to preview the impact and confirm the modifications.

Current Workaround:

Project Managers must manually update tasks one at a time, recalculate dates and effort individually, and validate downstream impacts after each change. For large projects, schedule revisions can require significant effort and increase the likelihood of missed updates or inconsistent planning data.

Projects rely on task dependencies to ensure work is completed in the proper sequence. When a predecessor task finishes earlier than planned, successor task owners are not automatically informed that they may be able to start sooner. Similarly, when a predecessor task is delayed, dependent task owners are often unaware that their planned start date is no longer achievable. As a result, opportunities to accelerate project delivery are missed, delays are communicated late, and project managers must manually monitor and adjust schedules. In projects with many interrelated tasks, a single schedule change can impact multiple downstream activities, creating additional effort to identify affected tasks, communicate changes, and maintain schedule accuracy. Teams need greater visibility into dependency impacts so schedules can adapt dynamically as project conditions change.

Desired Outcome:

Implement intelligent dependency notifications and a schedule change approval workflow. When a predecessor task is completed early, delayed, or rescheduled, Klient should automatically identify impacted successor tasks and notify their owners. Rather than automatically updating dates, the system should generate a proposed schedule change based on the dependency relationship. Task owners would be able to accept the recommendation or propose alternative dates and provide comments explaining constraints or opportunities. Since task owners manage their work but the Project Manager owns the overall schedule, milestones, and delivery commitments, any proposed date change should be submitted for approval before being applied. The Project Manager would receive a change request showing the original dates, proposed dates, dependency details, and downstream impacts. The PM could approve, reject, or modify the request. Once approved, the schedule would update automatically and notify affected stak

Current Workaround:

Project managers manually review dependencies, identify impacted tasks, calculate schedule effects, adjust dates, and communicate changes through emails, chats, meetings, or comments. This process is time-consuming, difficult to scale, and increases the risk that impacted task owners are not informed quickly enough. Opportunities to start work earlier may be missed, while schedule delays may not be identified until after downstream tasks are already affected. For larger projects with numerous de

Title: Manual task ordering in Kanban columns

Category: Project Management

What problem does this solve?

Today, when I try to prioritize tasks in Kanban columns, I cannot because there is no way to manually order tasks and save that order for the team. Additionally, in the Global Kanban, there is no option to save a manual display order, which would allow teams to prioritize tasks within a column (e.g., "Backlog") for developers to pick the first one first.

What would the ideal solution look like?

I would like to be able to manually order tasks within Kanban columns and save that order so the entire team can see and return to it anytime. In the Global Kanban, there should also be a "manual" sort option that allows teams to save and restore a custom task order for better prioritization.

Current workaround (optional)

None mentioned.

Today, when I want to track project stakeholders, I cannot because there is no dedicated way to manage and view all relevant project contacts. The current setup only allows for a few contact fields on the Project, which is insufficient for managing both internal and external stakeholders effectively.

Desired Outcome:

I would like to be able to view a comprehensive list of all relevant project stakeholders, including their roles, responsibilities, and contact information. This list should automatically include internal project resources and external contacts associated with the project.

Current Workaround:

I've done this in the past by building a custom joint object between a Project, Contacts, and Project Resources, along with flows to tie everything together, but it's complex to build to maintain an accurate list.

Add a setting to default the “notify resource” option to ON when assigning tasks, so notifications are sent automatically without manual selection. This ensures consistent communication and removes the risk of missed notifications due to human error.

Today, when I try to be able to create a backlog without looking like I have overdue items, I cannot, as all tasks have dates.

Desired Outcome:

I would like to be able to create tasks without dates so I can add them to a backlog and be able to add dates later once we are ready to schedule.

Current Workaround:

Currently I have tasks show as overdue even though they are not.

Today, Klient supports hierarchical task structures using WBS (Work Breakdown Structure), where parent tasks (e.g., phases) contain child tasks (e.g., detailed activities). In our workflows, hours and revenue are assigned only at the subtask level, while the parent task represents a logical grouping such as a project phase. However, there is no way to aggregate expected revenue at the parent (phase) level in the same way that costs can currently be aggregated.

Desired Outcome:

The ideal solution would mirror the existing “Budgeted Cost Including Subtasks” functionality, but for revenue. Specifically: -A field that aggregates Expected Revenue from all subtasks and displays it at the parent (WBS) level -The calculation behaves identically to Budgeted Cost -Including Subtasks, requiring no change in user workflow -The value updates dynamically as tasks, hours, or rates change -The roll-up is visible directly in the workspace when working with hierarchical task structures From a user perspective: -Parent tasks (e.g., phases) would act as true financial summaries, not just organizational containers -Users could quickly understand revenue by phase without exporting or manually calculating -Cost and revenue would be consistently aligned in how they are aggregated and displayed

Current Workaround:

Today, we rely on Excel to understand revenue by phase. After the Excel spreadsheet is approved, staff will manually copy the contents to the Workspace. Ensuring the spreadsheet template is up-to-date and ensuring users are using the most recent template is the bane of my life.

Currently, when I am assigned as the Project Manager on a newly sold project, I need to manually update all Project Assignment statuses from *Soft Booked* to *Booked* for the assigned project resources. This is inefficient when managing multiple projects with many project resources.

Desired Outcome:

Mass Bulk Update the Project Assignment Status and other Project Assignment fields from the List view.

Current Workaround:

Click through each record to update it.

Today, when I need to add multiple task rows under a phase in the project workspace, I have to click the plus button on the left to add a new row underneath. If I have multiple rows to add, it takes more time as I can only add one row at a time and each new task row takes time to load. The idea would be to have a button to mass create multiple rows, like in Excel, so that you can add 10 rows at a time for example.

Desired Outcome:

Perhaps this could be a "right-click" and select "add multiple rows" or something like that. Then it lets you type in a number and those new task rows would populate.

Current Workaround:

Today I add each new task row individually and wait for each to load.

On the Workspace Gantt timeline, all task dependency links (Finish-to-Start, Start-to-Start, Finish-to-Finish, Start-to-Finish) currently render as the same plain line style and color. Users can't tell what kind of relationship connects two tasks just by looking at the chart — they have to open the task or predecessor panel to check. On projects with dense scheduling networks, this makes it hard to visually audit whether the right dependency types are in place, spot miswired links, or explain the schedule logic to a client during a walkthrough.

Desired Outcome:

Color each dependency link on the Gantt timeline based on its type, with a small legend so the meaning is discoverable at a glance — for example: - Finish-to-Start (FS) — default/neutral color, solid line - Start-to-Start (SS) — distinct color, solid line - Finish-to-Finish (FF) — distinct color, solid line - Start-to-Finish (SF) — distinct color, dashed line (since it's rare/unusual) Colors should be configurable or at least consistent with the existing Workspace color system, and should render the same way across Global, Single Project, and Editable views.

Today, zooming the Workspace timeline only cycles through fixed scale presets (Day/Week/Month/etc.) via the zoom in/out buttons. There's no way to automatically fit an entire project's schedule on screen — users have to manually step through zoom levels and guess which one avoids horizontal scrolling, especially on projects with long or uneven timelines. This is a small but constant friction point whenever someone opens a project and wants an at-a-glance view of the full schedule.

Desired Outcome:

Add a "Zoom to Fit" button to the timeline toolbar, alongside the existing zoom in/out controls. One click sets the timeline to the most detailed zoom level that displays the full project without horizontal scrolling, with a way to revert to the previous zoom level.

Would like to be able to have a different field set for a different type of task that determine what fields show up in the Detail Card while in workspace (when you hit the green pencil). Could be based on task type or maybe record type.

Desired Outcome:

when I click on a specific type of task in the workspace, a different set of fields are displayed in the detail card.

Current Workaround:

Can't work around it today.

Currently, when there's a lot of tasks section/group it's difficult to see all the group of tasks.  If we could have an option that could highlighted the parent task, to have a clearer visual of the different section of the tasks.   Also could the weekend could be highlighted for the whole column and not only the date header.   See attachment for both examples.

Desired Outcome:

better display and visibility

Current Workaround:

We write the parent task in CAPS or bold and add gif.

When working with a project we need to view task as tabs quite often. Edit Panel on the right does not offer all fields and functionalities. As a user I would prefer to have all child objects under one umbrella (aka Tab), so that relations are clearly visible and the UI does not get cluttered.

Desired Outcome:

Open Task and Sub-Tasks and Sub-Tabs, but also offer an option (Shift+Click or something) to open them as actual tabs

Current Workaround:

Open Task, from Task open Project. The project will then be a sub task.

Klient tasks, deadlines, and milestones are managed separately from users' Outlook calendars. This requires users to switch between systems to manage their workload and can result in missed deadlines, scheduling conflicts, and duplicate tracking of project commitments.

Desired Outcome:

Create a bi-directional calendar integration between Klient and Outlook that allows users to view project deadlines, milestones, and assigned task due dates directly in a calendar view. Users should be able to synchronize Klient deadlines to Outlook and view Outlook calendar events within Klient. The solution should support automatic updates when dates change, filtering by project, visual distinction between meetings and project deadlines, customizable reminders, and navigation between calendar entries and related Klient tasks.

Current Workaround:

Users manually review task lists and project schedules in Klient while managing their daily activities in Outlook. Many create manual Outlook appointments, reminders, or personal task lists to ensure project deadlines appear alongside their meetings, resulting in duplicated effort and outdated information when schedules change.

Task dependencies are critical for schedule management but currently require users to open task details to create or modify predecessor relationships. This adds unnecessary clicks, slows schedule development, and makes dependency management difficult for larger projects with numerous tasks. Users cannot easily visualize and manage task relationships while working directly in the Timeline or Gantt view.

Desired Outcome:

Enable users to create, edit, and remove predecessor relationships directly from the Timeline and Gantt views. Users should be able to connect tasks visually using drag-and-drop actions, view dependency lines between tasks, and quickly modify dependency types and lead/lag values without opening task details. Changes should immediately update the schedule and display impacted tasks. Visual indicators should highlight dependency conflicts, broken links, or scheduling issues, allowing users to build and maintain project schedules efficiently from a single planning interface.

Current Workaround:

Users must open individual task details, navigate to dependency fields, and manually enter or modify predecessor information. When managing multiple dependencies, this requires repeatedly switching between schedule views and task details, making schedule development and maintenance slower and more cumbersome.

As we add more functionality and head to the AI licensing it becomes very cost prohibitive to put a timesheet only user on a $79 a month plan. Utilizing PMs to enter timesheets weekly is not a productive use of their time.

Desired Outcome:

The idea is to create licensing tiers based on functionality. For example, timesheet-only users are assigned a basic license at a lower cost per user/per month

Current Workaround:

Project managers enter time for subcontractors

Does Klient have plans to integrate Planny1 with Teams?

Desired Outcome:

I would hope to have a work flow similar to the Slack integration.

We would like to set a dependency task to trigger once the final hours have been approved on a time sheet rather than being linked to a due date. We have tasks that are sometimes cancelled, moved or completed after or before the actual due date and so the dependency task would therefore be triggered too early or too late.

Desired Outcome:

would like to be able to set a dependency to trigger when the final hours of a task have been approved rather than a date.

Today, when I fill in my timesheet I often have to enter the exact same hours, notes, or project/task across several lines and days within the same week — and I have to re-type each one by hand. There's no way to copy one entry and reuse it. "Copy Previous Week" doesn't help, because my time isn't the same from one week to the next; the repetition happens inside the current timesheet. It's slow and tedious.

Desired Outcome:

I would like to be able to copy and paste time entries right in the timesheet — a single cell, a whole row, or a whole column — using either right-click or the keyboard. Copying an entry should bring its note along with the hours, and ideally let me copy a project/task onto another line too. It would also help to fill one value across a row or down a column in a single action, and to undo a change if I make a mistake. Basically, make entering time as quick as it can.

We have individuals that put time against 20 plus projects in a week. The ability to sort on the timesheet and group by Account would allow them to easily find a project entry and add time during the week.

Desired Outcome:

I would like to be able to easily find a account and or project that is saved on my weekly timesheet to make time entry easier and ultimately faster.

Current Workaround:

Manually scroll through the list of accounts and or projects saved on the timesheet.

When I enter time I see all tasks even completed which causes confusion on which task (if they are similar) I need to apply my time to.

Desired Outcome:

Have a filter where you can toggle out the completed tasks to make time entry easier when there are several tasks to scroll through.

Current Workaround:

I have to open the project in a new window to see which ones I have already completed to pick the correct one, then go back to add my time.

Add an option during the PDF export process to allow users to choose whether to hide specific tasks, such as those marked as "Internal." This feature provides flexibility and ensures sensitive or irrelevant tasks are excluded from the exported document. Proposed Solution 🎯 Objective • Allow users to control task visibility during PDF export. • Ensure tasks marked as "Internal" or other specified criteria can be hidden. ⚙️ Functionality • During the export process, the system will filter tasks based on the selected criteria. • Only tasks that do not match the "hide" criteria will appear in the PDF. • Def

Desired Outcome:

🖥️ UI/UX Design • Add a checkbox or toggle in the PDF export dialog labeled: "Hide Internal Tasks." • If selected, tasks marked as "Internal" will be excluded from the exported PDF. • Optionally, include a dropdown or multi-select field to allow users to specify additional task types or criteria to hide.

Current Workaround:

We collapse the task we don't want to be visible to the customer., but the customer will always see the main task.

Make a connector for Claude so we can see Klient Data in Claude

Desired Outcome:

I can query Klient data from Claude

Current Workaround:

Export to csv and import

Today, when I try to create invoices for specific Accounts with unique invoicing requirements, I cannot because the system only allows invoicing information (formatting, payment schedule, etc.) to come from the Organization level. This creates inefficiencies and requires custom flows to handle exceptions.

Desired Outcome:

I would like to be able to define whether invoicing information upon invoice creation comes from the Organization or directly from the Account. This should be configurable on a per-Account basis.

Current Workaround:

Custom flows.

We occasionally have projects that are fixed fee/retainer with a single task that should be billed as T&M (e.g., travel task where we bill additional unbudgeted time; a bucket of special projects hours). It would be nice to have a billing option with Project Billing Lines PLUS the option for some tasks on the project to be billed as T&M.

Desired Outcome:

Mixed billing type option; field on the task to indicate it should be billed as T&M.

Current Workaround:

Referencing reports each month for travel time or special projects hours and manually adding them as a line item to invoices. It impacts ~50% of projects.

What problem does this solve?

Currently, linking Klient Invoices to QuickBooks (QB) Projects requires manual project creation in QB, which is time-consuming and error-prone.

What would the ideal solution look like?

1. Leverage the QB Project ID field on Klient Projects that's already available for manual entry, and already automatically linking the QB Invoice with its corresponding QB Project using this ID. 2. Introduce a 'Create Projects' option in the QB integration to automate project creation and linking: If a Klient Project has a QB Project ID, don't create a QB Project. If the QB Project ID is empty, search for an existing QB Project with a matching name and retrieve its ID. If no match is found, create a new project in QB and update the Klient Project with the new QB Project ID.

Current workaround

Manually creating projects and linking invoices in QuickBooks.