Onboarding checklist for new customers

It would be great if the onboarding checklist could automatically pop up when a new client enters the client portal for the first time. Assuming new users may not be familiar with navigating the portal, this would provide clear guidance and ensure a smoother onboarding experience. Instead of displaying the new tasks section by default, the onboarding checklist would be more beneficial for first-time users upon their initial login.

One Creative About 13 hours ago

💡 Feature Request

Zcal Integration

Add a Zcal Integration the same way you have done so for Calendly

Filippos Christoforou 1 day ago

💡 Feature Request

"View as client" leads to error page

it is currently not possible to preview the client’s dashboard

David Hillmer 3 days ago

1

🐞 Bugs

Coupons not syncing with Stripe?

I created a coupon within Stripe (was having issues creating one within Queue, I forget why). This new coupon/discount is not reflected in Queue, and no option to import or sync with Stripe.

Dan 3 days ago

2

🐞 Bugs

Review Window API error

Olivia 4 days ago

🐞 Bugs

Required/optional onboarding item

Can we have optional onboarding item toggle for all item types? Currently, all items are required to be filled or submitted for onboarding to complete. For example, a file upload item could be optional (not all clients may have files to upload at the onboarding stage). Thanks!

Dan 4 days ago

💡 Feature Request

No notifications on state change

I am not receiving dashboard or email notifications when a task is moved to another column, or when a state is changed within the task. Testing in client view, Chrome and Firefox (latest builds). Also, “In progress” column stays “full” within the task view, even when it’s empty, so unable to change states.

Dan 4 days ago

1

💡 Feature Request

Time Tracker error

Trying to continue the time tracker in a task leads to "error occured" and the timer is not continuing. Using the queue app

David Hillmer 4 days ago

💡 Feature Request

All Labels removed.

I just removed one label from a single task which was not mirrored in the task (the task’s label was not updated). Then I received 2 Error messages. Afterwards all tasks with the label that I wanted to removed, had the label removed.

David Hillmer 4 days ago

🐞 Bugs

'Sign In' button on email 2FA

Saw this on another SaaS - reduces clicks/steps for clients to login; which is always nice

William Prater 7 days ago

💡 Feature Request

Code Blocks In Rich Text Editing

Hello! Our workflow often utilizing the ‘code’ highlight like found in most rich text editors, it usually highlights the text and changes the font to red. Currently, there is a highlight button, but it turns the text into a not-so-good shade of yellow with no other color options. More colors and/or a code block like found in Slack or ClickUp would be great here :) Thanks!

William Prater 7 days ago

1

💡 Feature Request

Delete files uploaded to request

I would like the ability to delete files from a request card. My client uploaded something by accident to the wrong request, and neither of us can delete it from the request card itself. Can lead to confusion.

Olivia 8 days ago

💡 Feature Request

Exit Review Window

The back arrow in the top left corner doesn’t take me back to the main workspace. Instead, it either toggles through file versions or does nothing. I don’t see a way to exit the review window.

Olivia 8 days ago

💡 Feature Request

Workspace Links / Embeds

Add links/embeds at a workspace level, instead of at the individual client/board level. Nice for things like a Welcome page, Calendly links, Links to resources, etc. that are client agnostic.

Alex Malana 9 days ago

💡 Feature Request

Make Client Onboarding more prominent

The Client Onboarding button gets a bit lost. I think it would be ideal for the first time a client accesses Queue, that they see a banner or popup, etc. so they can easily see that they have actions to take. We can add screenshots and things to the welcome email, but an additional nudge within Queue would be nice.

Alex Malana 9 days ago

💡 Feature Request

Automatically set a Task Board Template when a service is sold

Currently when a service is sold, a blank Task Board is deployed. This is fine for ticketing/request based services like DesignJoy. But for productized services with pre-defined activities like SEO, Web Design, etc. it would make sense to deploy a Task Board template once the service is sold. This does two things: 1 it shows the client that tasks are already in motion the first time they see Queue. and 2 it’ll automate the process so I or an employee doesn’t need to add tasks/boards ourselves.

Alex Malana 9 days ago

1

💡 Feature Request

Auto-assign task when moved to "In progress" column.

If clients can add a maximum of one task card to the “In progress” column, can we have the ability for this action to automatically assign a member of the team? Currently, a user can assign a member to multiple cards, even if they are all in their drafts queue. Ideally, we’d be notified of a new job only when it’s ready. In the example below, I’m receiving 4 notifications within Queue and 4 emails. I only need to see one notification/email here — the task in the “In progress” column. This feature would eliminate the necessity to manually assign a member at the draft/queue stage. If a user selects a task form when creating a new task, the pre-assigned member(s) can still be assigned to that task but no notification sent until the task is moved to the second column.

Dan 12 days ago

💡 Feature Request

Quickbooks integration

Add an integration with Quickbooks that'll connect our payments and invoices to quickbooks.

Norori Media 14 days ago

1

💡 Feature Request

Add attachments to comments in review window

Sometimes, my clients like to share images and attach them to their comments while reviewing designs.

Olivia 15 days ago

💡 Feature Request

Rich Text Formatting

Add rich text formatting options to the original task form request (text area / description fields) so bullets and bolding can be maintained if clients paste in copy from a doc. Also, add bullets to the little text toolbar so people know you can add that formatting / easier to access. I happily stumbled upon them by using a dash that then turned into a bullet.

Olivia 15 days ago

💡 Feature Request