VotingResource Management
Resource Planner – Fields Below Resource Name
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow customization of fields displayed under resource names in the planner. (10 votes)
Idea Exchange
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Under ReviewResource Management
Resource Planner – Exclude Time Off from Project Totals
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Keep time off visible but exclude it from project hour totals for accurate allocation views. (7 votes)
VotingResource Management
Resource Planner – Skill Filter Logic Options (AND / OR)
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow switching between AND/OR logic when filtering resources by multiple skills. (8 votes)
VotingResource Management
Persist custom column order for Project Assignments in Workspace
Submitted by Rosalie Chassat (Klient) · Mar 19, 2026Allow 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.
VotingResource Management
Create gap in task assignment without changing role or schedule
Submitted by Rosalie Chassat (Klient) · Mar 19, 2026Add 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.
VotingResource Management
Resource Planner – Scenario Planning / Draft Mode
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Enable a draft mode to test resource allocation scenarios without impacting live schedules. (9 votes)
VotingResource Management
Assign a resource to a checklist line
Submitted by rachel.casaubon · May 28, 2026We 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.
VotingResource Management
Dynamic Holiday Hours Based on Resource Work Schedules
Submitted by Rosalie Chassat (Klient) · Apr 17, 2026Title: Dynamic Holiday Hours Based on Resource Work Schedules
Category: Resource Management
What problem does this solve?
Today, when I try to set up holiday calendars for resources with different work schedules, I cannot input a single value in hours that would be accurate for both full-time and part-time employees. This requires creating multiple versions of regional holiday calendars, which is time-consuming and prone to errors.
What would the ideal solution look like?
I would like to be able to set a '% of Regular Work Schedule' field in the holiday calendar setup. This field would automatically calculate holiday hours based on each resource's predefined work schedule. For example, if set to 100%, a resource with an 8-hour/day schedule would automatically get 8 hours for the holiday, while a resource with a 4-hour/day schedule would get 4 hours.
Current workaround (optional)
Create multiple versions of regional holiday calendars for different work schedules.
🤖 Submitted via SCOPEY on 4/17/2026
VotingResource Management
Resource Planner – Lock Manual Task Schedules from Auto-Recalculation
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Prevent manual scheduling changes from being overwritten by automatic recalculations. (7 votes)
Under ReviewResource Management
Add "Disable All Validation Messages for Placeholders" Checkbox
Submitted by kcourval · Jun 18, 2026Title: Add "Disable All Validation Messages for Placeholders" Checkbox
Category: Resource Management
What problem does this solve?
Today, when I try to manage placeholder resources, I cannot do so efficiently because validation messages frequently interrupt the workflow, especially in high-demand scenarios.
What would the ideal solution look like?
I would like to be able to enable a checkbox labeled "Disable All Validation Messages for Placeholders" on project resources. This would suppress all validation messages related to placeholders, such as exceeding scheduled or available hours, allowing for uninterrupted management of placeholders.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 6/18/2026
Under ReviewResource Management
Add "Project Manager" filter to Resource Planner
Submitted by eric.strugatsky · Jun 22, 2026Title: Add "Project Manager" filter to Resource Planner
Category: Resource Management
What problem does this solve?
Today, when I try to filter projects in the Resource Planner, I cannot narrow them down by specific project managers. This makes it difficult to focus on projects managed by a particular person.
What would the ideal solution look like?
I would like to be able to filter projects in the Resource Planner by selecting a specific project manager, so I can view only the projects they are managing.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 6/22/2026
In DevelopmentResource Management
Skills – Include Skills in Project Templates
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Ensure task-related skills are copied when creating projects from templates. (9 votes)
VotingResource Management
Dark Theme Mode for Resource Planner
Submitted by Yanick Abraham · May 13, 2026Title: Dark Theme Mode for Resource Planner
Category: Resource Management
What problem does this solve?
Today, when I try to use the Resource Planner, I cannot because there is no dark theme option, which makes it difficult to work in low-light environments or for users who prefer a darker interface for better visibility and reduced eye strain.
What would the ideal solution look like?
I would like to be able to enable a dark theme mode for the Resource Planner that applies to all users by default.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 2026-05-13
VotingResource Management
Bulk remove assignees from selected tasks
Submitted by Rosalie Chassat (Klient) · Jun 3, 2026Title: Bulk remove assignees from selected tasks
Category: Resource Management
What problem does this solve?
Today, when I try to remove assignees from multiple tasks, I cannot because I have to manually click the 'x' on each assignee name in the schedule tab for every task.
What would the ideal solution look like?
I would like to be able to bulk remove assignees from selected tasks in one action.
Current workaround (optional)
Manually clicking the 'x' on each assignee name in the schedule tab for every task.
🤖 Submitted via SCOPEY on 6/3/2026
VotingProject Management
Workspace – Highlight Overdue Tasks (Workspace)
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Automatically highlight overdue tasks directly in the workspace when start dates are past and tasks are incomplete. (8 votes)
In DevelopmentProject Management
Workspace – Task Copy/Paste to Preserve Assignee and Task Assignments
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Ensure copied tasks retain assignees and automatically recreate task assignments. (11 votes)
VotingProject Management
Workspace – Holiday Schedule Visibility
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Display holidays in the workspace timeline based on project holiday schedules. (8 votes)
Under ReviewProject Management
Cancelled tasks - removed from ''Active Tasks'' and ''My Work''
Submitted by rachel.casaubon · Apr 7, 2026Currently the cancelled tasks are still display when a user select the ''Active tasks'' and ''My work'' tasks filters
Desired Outcome:
We would like the cancelled tasks to be removed from those tasks views.
Current Workaround:
Creating a private view with specific filter, but should be include to the preset one so user don't have to create custom filters.
VotingProject Management
Manual task ordering in Kanban columns
Submitted by Rosalie Chassat (Klient) · May 13, 2026Title: 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.
VotingProject Management
Snap Workspace – Create Presets to Save and Reuse Views
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow users to save and reuse filtered views and layouts in Snap Workspace. (6 votes)
VotingProject Management
Workspace – Predecessor Task Column (View and Edit)
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow viewing and editing task dependencies directly in the workspace via a predecessor column. (9 votes)
VotingProject Management
Default “Notify Resource” When Assigning Tasks
Submitted by Rosalie Chassat (Klient) · Mar 18, 2026Add 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.
VotingProject Management
Rollup fields for revenue and cost on parent projects
Submitted by Nath · Apr 23, 2026Title: Rollup fields for revenue and cost on parent projects
Category: Project Management
What problem does this solve?
Today, when I try to track the total revenue and cost for a parent project, I cannot because there are no rollup fields that automatically include all subprojects.
What would the ideal solution look like?
I would like to be able to see rollup fields on a parent project that automatically calculate the total revenue and cost, including all associated subprojects.
Current workaround (optional)
The current workaround is to create custom fields and use custom flows or DLS (Declarative Lookup Rollup Summaries) to populate those custom fields on the parent project.
🤖 Submitted via SCOPEY on 4/23/2026
Under ReviewProject Management
Add Assignee Filter to Global Kanban
Submitted by Rosalie Chassat (Klient) · May 13, 2026Title: Add Assignee Filter to Global Kanban
Category: Project Management
What problem does this solve?
Currently, there’s no way to filter tasks in the Global Kanban by assignee. This makes it difficult for managers or team members to view tasks assigned to a specific person.
What would the ideal solution look like?
Add a filter to the Global Kanban that allows users to select one assignee at a time and view only the tasks assigned to that person.
Current workaround (optional)
None mentioned
🤖 Submitted via SCOPEY on 5/12/2026
VotingProject Management
Kanban – Hide Specific Columns
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow users to hide selected columns in Kanban view, even if they contain cards, for more focused workflows. (1 vote)
VotingProject Management
Workspace – Color Mapping for Custom Picklists
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow color mapping for custom picklist fields to improve visual organization. (12 votes)
VotingProject Management
Expand all projects in workspace
Submitted by yanick.abraham · Mar 27, 2026Title: Expand all projects in workspace
Category: Project Management
What problem does this solve?
Today, when I try to view multiple projects in the workspace, I cannot easily expand all of them at once. This makes it time-consuming to review project details.
What would the ideal solution look like?
I would like to be able to toggle an option to expand all projects in the workspace simultaneously.
Current workaround (optional)
Manually expanding each project one by one.
🤖 Submitted via SCOPEY on 2026-03-27
VotingProject Management
Projects – Flexible Project Closure & Assignment Cleanup
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow controlled project closure and bulk cleanup of assignments and future scheduled hours. (16 votes)
Under ReviewProject Management
Dynamic project bar colors in Global Workspace
Submitted by kcourval · Jun 18, 2026Title: Dynamic project bar colors in Global Workspace
Category: Project Management
What problem does this solve?
Currently, it's difficult to visually differentiate project stages or other key attributes in the Global Workspace because the project bars are not color-coded based on any field.
What would the ideal solution look like?
I would like the ability to dynamically customize the colors of project bars in the Global Workspace based on any field, such as the Klient Project Stage or other relevant fields. This would allow for greater flexibility and better visual organization.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 6/18/2026
VotingProject Management
Expected Revenue including Subtasks Workspace Column
Submitted by michael.magidson · Jun 23, 2026Today, 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.
VotingProject Management
My Deadlines – Manager View for Team Task Oversight
Submitted by Rosalie Chassat (Klient) · Mar 26, 2026Title: My Deadlines – Manager View for Team Task Oversight
Category: Project Management
What problem does this solve?
Today, when I try to view my team's task deadlines, I cannot because My Deadlines only shows the logged-in user’s own tasks. Managers need a way to quickly see overdue tasks, tasks due this week/next week, and team members who may be falling behind across a high volume of projects.
What would the ideal solution look like?
I would like to be able to view task deadlines for my team members in a manager-style version of My Deadlines, with the ability to filter by specific team members.
Current workaround (optional)
Quantilope is currently sending weekly task reminder emails to reps showing overdue tasks, what is due this week, and what is coming next. They also create a rolled-up version for managers.
🤖 Submitted via SCOPEY on 3/25/2026
VotingProject Management
Ability to mass move/copy tasks between projects
Submitted by adharia · Apr 14, 2026Title: Ability to mass move/copy tasks between projects
Category: Project Management
What problem does this solve?
Today, when I try to move or copy multiple tasks from one project to another, I cannot because there is no functionality to do this in bulk. This is especially needed for managing tasks logged as Parking Lot items during an implementation project, which need to be moved to a new project for the same account after the implementation is complete.
What would the ideal solution look like?
I would like to be able to select multiple tasks and either move or copy them to another project in bulk, ensuring that task details and associations are preserved.
Current workaround (optional)
Manually recreating tasks in the new project.
🤖 Submitted via SCOPEY on 4/14/2026
VotingProject Management
Track Project Stakeholders with Roles and Contact Info
Submitted by Jeremy.Watso · Apr 15, 2026Today, 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.
VotingProject Management
Workspace — Preserve task hierarchy and dependencies when copy-pasting
Submitted by Rosalie Chassat (Klient) · May 15, 2026When copy-pasting a set of tasks, the parent/child hierarchy is flattened — subtasks land at the milestone/parent level and have to be manually re-nested one by one. A customer reported spending a full day rebuilding their largest project this way, defeating the purpose of copy-paste as a templating shortcut. Expected behavior: original hierarchy and dependencies carry over intact.
VotingProject Management
Remember expanded/collapsed task states in PM Workspace
Submitted by meghan_faricy · May 21, 2026Title: Remember expanded/collapsed task states in PM Workspace
Category: Project Management
What problem does this solve?
Today, when I try to minimize completed phases in the PM Workspace for better viewing, I cannot because the workspace does not remember my settings. When I return to the project, everything is expanded again. This makes the PM Workspace less user-friendly, especially for projects that have a lot of sub-tasks in earlier phases.
What would the ideal solution look like?
I would like to be able to have the PM Workspace remember the expanded or collapsed state of tasks for each user individually.
Current workaround (optional)
None mentioned
🤖 Submitted via SCOPEY on 5/21/2026
Under ReviewProject Management
Create "Project Planner" screen for project-based planning
Submitted by eric.strugatsky · Jun 22, 2026Title: Create "Project Planner" screen for project-based planning
Category: Project Management
What problem does this solve?
Today, when I try to plan resources by project, I cannot filter by project-specific fields like stage, dates, project manager, region, or practice. The current Resource Planner can group by project, but it does not allow filtering by project fields, making it difficult for PMs and Operations to plan resources effectively.
What would the ideal solution look like?
I would like to have a 'Project Planner' screen that allows me to filter by project fields (e.g., stage, dates, project manager, region, practice) and assign resources, schedules, and modify hours directly for each project. This screen would function similarly to the Resource Planner but focus on projects instead of resources.
Current workaround (optional)
The current Resource Planner can group by project, but it does not allow filtering by project fields.
🤖 Submitted via SCOPEY on 6/22/2026
VotingProject Management
Klient: Files Added to Project Template Get Added to Project
Submitted by gbaughman · Apr 28, 2026Default files in a project template are not added to the project created from the template.
Desired Outcome:
We use templates when creating a new project. We'd like the template to include default files. When creating a new project from the template, and the expectation is that the file are included in the new project.
VotingProject Management
Workspace - Add redo option
Submitted by Rosalie Chassat (Klient) · May 15, 2026The workspace currently supports undo in many places, but there is no redo — once an action is undone, it cannot be re-applied without manually recreating it. Add a redo equivalent with a keyboard shortcut (Cmd/Ctrl+Shift+Z). Especially valuable during heavy project build-out where copy-paste, reordering, and hierarchy changes happen frequently.
VotingProject Management
Workspace — Enable PDF export from Assignment view
Submitted by Rosalie Chassat (Klient) · May 18, 2026The export button in the project workspace is currently only available on the Gantt, Grid, and Timeline views — it's not available when users are on the Assignment view. Users who need to share assignment information with stakeholders outside the live workspace currently fall back on screenshots as a workaround. Expected behavior: the export function should be enabled on the Assignment view as well, producing a PDF that includes the assignment information visible in the view.
VotingProject Management
Different Task Card Detail panels for different type tasks
Submitted by michaelsproles · May 26, 2026Would 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.
VotingProject Management
Allow Tasks without Dates
Submitted by rich.englhard · May 27, 2026Today, 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.
VotingProject Management
Bulk Update Project Assignment Status
Submitted by ahurbans · May 27, 2026Currently, 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.
VotingProject Management
Predecessor Field UX Improvements – WBS Ordering & Search
Submitted by marc.simard · Jun 8, 2026The predecessor field on tasks currently displays tasks in creation order with no visible WBS numbers. On projects with a large task list, this makes it very difficult to locate the right predecessor — users must scroll through an unsorted list and mentally match task names without any structural context. The dropdown's implicit search also requires an exact match, which is not intuitive and adds friction during project planning.
Desired Outcome:
1. Display WBS numbers alongside task names in the predecessor dropdown (e.g., "1.2.3 – Install Equipment"), so users can immediately identify where each task sits in the project hierarchy. 2. Sort the predecessor list by WBS order rather than task creation date, so the dropdown mirrors the logical structure of the project. 3. Replace or augment the dropdown with a search/filter input that supports partial, fuzzy, or keyword matching across both the WBS number and task name — making it fast and intuitive to find the right predecessor regardless of project size.
VotingProject Management
Snap Workspace – Resource Target Allocation Line
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Add a target allocation line to compare planned, scheduled, and logged hours against defined goals. (4 votes)
VotingProject Management
Sync feature between baselines and Snap
Submitted by Rosalie Chassat (Klient) · Mar 24, 2026🚫 Problem Statement
Today, when I try to use both baselines and Snap, I cannot because there is no way to sync the two. This creates duplicate work for users who already use baselines in Workspace and are now being asked to create snaps as well.
💡 Ideal Solution
I would like to be able to sync baselines with Snap so that changes in one are reflected in the other, eliminating the need for duplicate work.
🔨 Current Workaround
None mentioned.
🤖 Submitted via SCOPEY on 3/24/2026
VotingTime & Expense
Allow restricted editing of timesheet comments after submission/approval
Submitted by darren.walters · Apr 22, 2026Title: Allow restricted editing of timesheet comments after submission/approval
Category: Time & Expense
What problem does this solve?
Today, when I try to update timesheet comments after submission or approval, I cannot because the system locks the comments. This creates issues when comments need to be corrected or updated for accuracy, especially since these comments are used in the later generated invoice.
What would the ideal solution look like?
I would like to be able to edit timesheet comments after submission or approval, but only for users with specific permissions. These updated comments should also populate the invoices generated later.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 22/04/2026
In DevelopmentTime & Expense
Add task name to mass timesheet approval screen
Submitted by laura.manton · Mar 31, 2026Title: Add task name to mass timesheet approval screen
Category: Time & Expense
What problem does this solve?
Today, when I try to approve timesheets in bulk, I cannot see the task name associated with each entry. This makes it difficult to ensure accurate approvals without additional context.
What would the ideal solution look like?
I would like to be able to see the task name displayed alongside each timesheet entry in the mass approval screen, so I can approve or reject entries with all necessary information in one click.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 3/31/2026
Under ReviewTime & Expense
Allow Team Leads to manage timecards for their team
Submitted by eric.strugatsky · Jun 11, 2026Title: Allow Team Leads to manage timecards for their team
Category: Time & Expense
What problem does this solve?
Today, when I try to manage timecards for my team, I cannot submit or edit timecards on behalf of team members, which limits efficiency and creates delays.
What would the ideal solution look like?
I would like Team Leads to be able to submit and edit timecards for all team members on their team.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 6/11/2026
VotingTime & Expense
group timesheet lines by project
Submitted by jdavis · May 28, 2026The addition of timesheet groups in 51.3 was exciting until we learned it can only group by project+task, to help group lines added from calendar.
Desired Outcome:
It would be more helpful to project managers to group by project, including lines from all tasks in a group.
Current Workaround:
custom reports
VotingTime & Expense
Timesheets – Mobile Whole Week Entry
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow users to log time for the full week at once in the mobile timesheet. (22 votes)
VotingTime & Expense
Dark Theme for All Timesheet Views
Submitted by Jeremy.Watso · Apr 16, 2026Title: Dark Theme for All Timesheet Views
Category: Time & Expense
What problem does this solve?
Today, when I try to use the timesheet, I cannot because there is no dark theme option, which makes it harder to use in low-light environments and can cause eye strain.
What would the ideal solution look like?
I would like to be able to enable a dark theme across all timesheet views, including mobile, desktop, weekly, and daily views.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 4/16/2026
VotingTime & Expense
Timesheet — Merge calendar integration lines for same project/task
Submitted by Rosalie Chassat (Klient) · May 15, 2026When calendar events are pulled into the time sheet, every meeting still creates a separate row, resulting in 50+ lines per week for users with many meetings (some consultants have 1000+/quarter). The 51.3 "group by row" improvement is visual only — lines with the same project + task should actually merge: hours summed and note fields concatenated (commas). Should be a configurable setting since users tracking billable time may want separate lines.
VotingTime & Expense
Show all available tasks in "Add to Timesheet" popup
Submitted by Jeremy.Watso · Apr 20, 2026Title: Show all available tasks in "Add to Timesheet" popup
Category: Time & Expense
What problem does this solve?
Today, when I try to add time in the "Add to Timesheet" popup on the Calendar module in My Timesheet, I cannot see all the tasks I can enter time against. I need to know the specific task name because it doesn't load all the tasks for me to pick from.
What would the ideal solution look like?
I would like to be able to see all tasks that I can enter time against once I choose the project. The list should respect the "Close for Time Entry" checkbox and adapt to my settings, showing either all tasks in the project or only tasks assigned to me.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 4/20/2026
VotingTime & Expense
Timesheet — group entries by project with per-project subtotals.
Submitted by gmollenhorst · Jun 4, 2026The new timesheet grouping consolidates rows that share the same task into a single line. Users who track at the project level want an additional grouping mode that rolls entries up by project with a subtotal of hours per project, so a consultant can see total hours booked against each project for the week at a glance. Should coexist with the existing task-level grouping.
Desired Outcome:
Extra button on top of my timesheet. to be able to group by project or by project and task.
Current Workaround:
Custom report
In DevelopmentAI Agents
TIMEY a timesheet agent
Submitted by Rosalie Chassat (Klient) · Mar 18, 2026Problem:
Today it takes me 15 minutes each day to fill timesheet.
Desired Outcome:
Based on my calendar, email send and slack conversation prefilled my teamsheet for me
Current Workaround:
Old school Manual input
VotingAI Agents
Make a Claude Connector
Submitted by jyoti · Mar 27, 2026Make 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
VotingAI Agents
Enable communication between agents
Submitted by shirish · Mar 20, 2026🚫 Problem Statement
Today, when agents need to collaborate, they cannot communicate directly within the system, which slows down resolution times and creates inefficiencies.
💡 Ideal Solution
I would like to have a feature where agents can send messages or chat with each other directly within the platform.
🤖 Submitted via SCOPEY by User on 2026-03-20
VotingAI Agents
Add Klient MCP to directly update Salesforce records via agents
Submitted by shirish · Mar 20, 2026🚫 Problem Statement
Today, when I try to update Salesforce records, I cannot do it directly through agents, which makes the process slower and less efficient.
💡 Ideal Solution
I would like to be able to use Klient MCP to directly update Salesforce records through agents, streamlining workflows and reducing manual effort.
🤖 Submitted via SCOPEY by User on 2026-03-20
VotingAI Agents
AI Agent for Project Staffing Based on Skills and Availability
Submitted by Yanick Abraham · Apr 23, 2026Title: AI Agent for Project Staffing Based on Skills and Availability
Category: AI Agents
What problem does this solve?
Today, when I try to staff my project, I cannot efficiently match team members to tasks based on their skills and availability. This makes it time-consuming and challenging to ensure the right people are assigned to the right tasks.
What would the ideal solution look like?
I would like to have an AI Agent that can analyze team members' skills and availability to suggest the best candidates for each project task. The agent should provide recommendations and allow me to make adjustments as needed.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 2026-04-23
VotingAI Agents
Guidey-Assisted Setup in Onboarding Wizard
Submitted by Rosalie Chassat (Klient) · Apr 23, 2026Title: Guidey-Assisted Setup in Onboarding Wizard
Category: AI Agents
What problem does this solve?
Today, when I try to set up the onboarding wizard, it requires manual input or uploading of files to create setup items like rate cards or holidays. This process is not fast and can be time-consuming.
What would the ideal solution look like?
I would like to be able to use Guidey to assist with the entire onboarding wizard setup by generating setup items directly from simple prompts, such as creating rate cards or holidays, and validating them before saving.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 4/23/2026
Voting
Change Licensing Plans to be based on tiers replacing all users on same plan
Submitted by vickie.landeche · Apr 21, 2026As 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
Voting
Add "Today" shortcut in all date pickers
Submitted by gmollenhorst · Jun 12, 2026Currently on some of the date pickers I can click on "today" to go directly to the current date. On other date pickers the "today" shortcut is not available.
Desired Outcome:
Use everywhere the same (newer (SLDS)) date picker.
Current Workaround:
Click multiple times to switch from an old date to a new date.
VotingBilling & Financials
Allow Account-Specific Invoicing Information Overrides
Submitted by Jeremy.Watso · Apr 15, 2026Today, 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.
VotingBilling & Financials
Invoices – Assign Additional Contacts as Billing Recipients
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Allow multiple billing contacts to receive invoices instead of only the primary contact. (14 votes)
VotingBilling & Financials
Add Organization filter to Generate Invoice page
Submitted by Jeremy.Watso · May 26, 2026Title: Add Organization filter to Generate Invoice page
Category: Billing & Financials
What problem does this solve?
Today, when I try to filter invoices on the Generate Invoice page, I cannot filter by Organization. This is challenging because we have many distinct organizations, and the accounting for each is managed by different people. Without this filter, it is difficult to focus on the relevant invoices for a specific organization.
What would the ideal solution look like?
I would like to be able to filter invoices on the Generate Invoice page by Organization, based on the Project's Organization. Ideally, the filter would allow selecting multiple organizations at once.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 5/26/2026
VotingBilling & Financials
Invoices – Include PDF Expense Receipts on Invoice PDF
Submitted by Rosalie Chassat (Klient) · Mar 17, 2026Support PDF expense attachments correctly in generated invoice documents. (15 votes)
Under ReviewReports & Analytics
Incremental updates for snaps to improve performance
Submitted by eric.strugatsky · Jun 10, 2026Title: Incremental updates for snaps to improve performance
Category: Reports & Analytics
What problem does this solve?
Today, when I try to run snaps, I cannot get the most recent information without rerunning the entire process, which takes 2-3 hours.
What would the ideal solution look like?
I would like to be able to run incremental updates for snaps, so only the changes are processed instead of rerunning the entire process.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 6/10/2026
VotingReports & Analytics
Choose which utilization field and display mode appears in My Timesheet
Submitted by michael.magidson · May 11, 2026The My Timesheets page shows a single Utilization % driven by a fixed formula. For firms with a custom utilization definition, that number often doesn't match internal reporting, and the only workaround today is to hide the column entirely. This idea asks for two display-layer options so customers can surface a number that actually matches how their managers evaluate utilization. -My Timesheets is bound to a fixed Resource Utilization field. The Klient Timesheet Configuration article mentions "utilization % fields" without naming which one is actually displayed. -The displayed number is target-scaled (denominator includes Work Week Hours × Target Utilization), which means it shows "% of target hit" rather than raw utilization. That's meaningful for some workflows and confusing for others and there's no way to switch.
Desired Outcome:
-Field picker. Add a config option on the Klient Timesheet Configuration custom setting (alongside the existing Disable Utilization Display On Timesheet) that lets an admin pick which Resource Utilization field drives the My Timesheets column. Options could include: --All managed % fields (Utilization %, Billable Utilization, Billable Utilization Including PTO, Total Hours Utilization, etc.) --Any custom formula field on the Resource Utilization object (this is the one that unlocks things for firms with their own definition) -Display-mode toggle. Let the admin choose how the selected % is rendered: --Target-attainment mode: "% of target hit," where 100% means the person matched their Target Utilization --Raw percentage mode: the unscaled utilization number, where 100% would mean every available hour was billable
Current Workaround:
We've built a custom field on the Resource Utilization object called [Org] Utilization that matches our internal definition. We can't point the My Timesheet field at it. Hiding the column is our only option today.
VotingAccounting Connectors
Automate Project and Customer Sync in QuickBooks Integration
Submitted by Rosalie Chassat (Klient) · Mar 25, 2026What 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.
VotingAccounting Connectors
Add PO Number and Billing Contact Email to QBO Integration
Submitted by Rosalie Chassat (Klient) · Mar 27, 2026Title: Add PO Number and Billing Contact Email to QBO Integration
Category: Accounting Connectors
What problem does this solve?
Today, when I try to sync invoices with QuickBooks Online, I cannot populate the Customer Purchase Order field or the email field on the invoice because these fields are not mapped from Klient PSA.
What would the ideal solution look like?
I would like to be able to map the Krow__PO_Number__c field on the Krow__Invoice__c object to the Customer Purchase Order field in QuickBooks Online and the Billing Contact email to the email field on the invoice in QuickBooks Online.
Current workaround (optional)
None mentioned
🤖 Submitted via SCOPEY on 3/26/2026
In DevelopmentAccounting Connectors
Enable bi-directional integration with Sage Intacct for expenses
Submitted by Rosalie Chassat (Klient) · Apr 23, 2026Title: Enable bi-directional integration with Sage Intacct for expenses
Category: Accounting Connectors
What problem does this solve?
The current one-way integration (Klient → Intacct) forces teams to manually export expense data from Sage Intacct, adjust it in Excel, and re-import it into Klient PSA. This process is time-consuming, error-prone, and inefficient.
What would the ideal solution look like?
A bi-directional integration that automatically imports all types of Expense Reports and Expense Lines from Sage Intacct into Klient PSA, eliminating manual processes and improving data accuracy.
Current workaround (optional)
Teams rely on manual exports, Excel adjustments, and re-imports to manage expense data.
🤖 Submitted via SCOPEY on 4/23/2026
VotingCustomer Collaboration
Survey - Out-of-the-box survey reports & dashboard
Submitted by Rosalie Chassat (Klient) · May 15, 2026Provide built-in reporting and visualization for Klient Surveys (e.g., response summaries, trends, satisfaction scores), so customers can analyze survey results directly within Klient without needing to build custom Salesforce dashboards.
VotingCustomer Collaboration
Task Visibility Option During PDF Export Overview
Submitted by rachel.casaubon · Jun 2, 2026Add 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.
VotingKlient PSA Basics
Easy Scheduled Jobs for Snap Workspace
Submitted by Rosalie Chassat (Klient) · Mar 31, 2026Title: Easy Scheduled Jobs for Snap Workspace
Category: Klient PSA Basics
What problem does this solve?
Users currently need to manually set up flows to handle recurring or scheduled tasks, which is time-consuming and requires technical expertise.
What would the ideal solution look like?
A simple way to create and manage scheduled jobs for Snap Workspace, eliminating the need for custom flows.
Current workaround (optional)
Manually creating flows.
🤖 Submitted via SCOPEY on 3/31/2026
VotingKlient PSA Basics
Enable Sharing of Presets on the My Deadline Page
Submitted by Jeremy.Watso · Apr 20, 2026Title: Enable Sharing of Presets on the My Deadline Page
Category: Klient PSA Basics
What problem does this solve?
Today, when I try to share my custom presets on the My Deadline page, I cannot because the feature to share presets is not available. This limits collaboration and consistency across teams.
What would the ideal solution look like?
I would like to be able to share presets on the My Deadline page with specific individuals, teams, or all users within the company. The creator of the preset should control whether others can edit or only view the shared preset, and admins should be able to manage shared presets and set company-wide defaults.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 4/20/2026
Under ReviewKlient PSA Basics
Workspace - Enable inline editing for time and date fields in workspace grid
Submitted by Yanick Abraham · Apr 29, 2026Title: Enable inline editing for time and date fields in workspace grid
Category: Klient PSA Basics
What problem does this solve?
Currently, editing time and date fields in the workspace grid requires opening the task details, which adds extra steps and slows down the process.
What would the ideal solution look like?
Allow all time and date fields to be edited directly within the workspace grid, eliminating the need to open task details.
Current workaround (optional)
You can open the task panel to edit the fields, which is just one extra click but still slower than inline editing.
🤖 Submitted via SCOPEY on 2026-04-29
VotingKlient PSA Objects
Add custom fields under task name in planner views
Submitted by Rosalie Chassat (Klient) · Mar 31, 2026Title: Add custom fields under task name in planner views
Category: Klient PSA Objects
What problem does this solve?
Today, when I try to view custom fields like task start time and end time in the planner, I cannot because they are not displayed under the task name in any view.
What would the ideal solution look like?
I would like to be able to list custom fields under the task name in all planner views, such as Day, Week, and Month views.
Current workaround (optional)
None mentioned.
🤖 Submitted via SCOPEY on 3/31/2026