🛣️Customer Service: Tracking - Information for Customer
The client should see project tracking to be at ease, avoid questions, and avoid getting impatient. This tracking should be visible to them. What would this be compared to? The best comparison is to what courier companies have. There, you can see from the moment the shipment is ordered to delivery, where the package is on its way. In the case of a project, I would see the stages, i.e., we are in stage three, which will last several days; it started now, and the deadline is, for example, in 5 days. Does the client need to see all the tasks precisely? Not necessarily. This is more about the implementation stages. For example, for a specific implementation, it might include: Consultation Material gathering Entering into the system Proofreading Amendments etc.
Jack S. 25 days ago
🛣️Customer Service: Tracking - Information for Customer
The client should see project tracking to be at ease, avoid questions, and avoid getting impatient. This tracking should be visible to them. What would this be compared to? The best comparison is to what courier companies have. There, you can see from the moment the shipment is ordered to delivery, where the package is on its way. In the case of a project, I would see the stages, i.e., we are in stage three, which will last several days; it started now, and the deadline is, for example, in 5 days. Does the client need to see all the tasks precisely? Not necessarily. This is more about the implementation stages. For example, for a specific implementation, it might include: Consultation Material gathering Entering into the system Proofreading Amendments etc.
Jack S. 25 days ago
✅Completed Task visible in 1 section
The issue is that I can only globally enable/disable the visibility of Completed Task. What if it could also be selectively displayed in a given section? For example, I have a "Completed" section at the end of Kanban, so that only there can the "Completed task" always be visible, regardless of whether it's globally enabled.
Jack S. 25 days ago
✅Completed Task visible in 1 section
The issue is that I can only globally enable/disable the visibility of Completed Task. What if it could also be selectively displayed in a given section? For example, I have a "Completed" section at the end of Kanban, so that only there can the "Completed task" always be visible, regardless of whether it's globally enabled.
Jack S. 25 days ago
Repeating tasks
I have noticed that subtasks inside weekly repeating tasks are only able to be ticked off once. So if I have a repeated weekly task and on the 1st week I tick all sub-tasks, the same repeatable task will appear again next week but the sub-tasks will already be ticked. I suggest this is a bug and should be fixed. All sub-tasks within a new repeated task should be unticked by default.
Michel Nilsson about 1 month ago
Repeating tasks
I have noticed that subtasks inside weekly repeating tasks are only able to be ticked off once. So if I have a repeated weekly task and on the 1st week I tick all sub-tasks, the same repeatable task will appear again next week but the sub-tasks will already be ticked. I suggest this is a bug and should be fixed. All sub-tasks within a new repeated task should be unticked by default.
Michel Nilsson about 1 month ago
Unread markers!
as a team, we need to see any changes to a project…. apart from the notifications, we see NOTHING! Regardless of the notifications that are useless because of automation, we need to see where to go! Add a notification marker beside the folders or at least change the color so that we know there is something outstanding/new
Denis Dorigo about 2 months ago
Unread markers!
as a team, we need to see any changes to a project…. apart from the notifications, we see NOTHING! Regardless of the notifications that are useless because of automation, we need to see where to go! Add a notification marker beside the folders or at least change the color so that we know there is something outstanding/new
Denis Dorigo about 2 months ago
Priority changes on its own
I’ve noticed this bug a few times now - I’ll assign a task ‘Medium’ priority. But when I go back to the same task some time later it has been automatically changed to ‘High’.
Michel Nilsson about 2 months ago
Priority changes on its own
I’ve noticed this bug a few times now - I’ll assign a task ‘Medium’ priority. But when I go back to the same task some time later it has been automatically changed to ‘High’.
Michel Nilsson about 2 months ago
🗒️➜⏹️Creating a Task from Selected Text
When I select text, for example, in a description, it would be useful to be able to create a task from it without leaving the browser window. This function should perhaps be at a layer so that the newly created task can be completed without leaving the browser window. This would improve work comfort.
Jack S. 2 months ago
🗒️➜⏹️Creating a Task from Selected Text
When I select text, for example, in a description, it would be useful to be able to create a task from it without leaving the browser window. This function should perhaps be at a layer so that the newly created task can be completed without leaving the browser window. This would improve work comfort.
Jack S. 2 months ago
Collaboration between two systems: Upbase ↔️ Upbase
Have you considered something like this? There are two, three, or more companies that use Upbase (they have their own Upbase within their companies). However, it's a completely different own Workspace for each company. The idea is for these different companies to be able to work in their own Workspace while collaborating with other clients who also use Upbase. Switching between Workspaces won't work. This needs to be solved differently.
Jack S. 2 months ago
Collaboration between two systems: Upbase ↔️ Upbase
Have you considered something like this? There are two, three, or more companies that use Upbase (they have their own Upbase within their companies). However, it's a completely different own Workspace for each company. The idea is for these different companies to be able to work in their own Workspace while collaborating with other clients who also use Upbase. Switching between Workspaces won't work. This needs to be solved differently.
Jack S. 2 months ago
🤖AI: Clients
When you focus on customer service in Upbase right now … We collect various customer data: tasks, notes, comments, conversations, files about a given customer, etc. It would be good to use this data by AI-powered as part of working with and servicing customers. It's difficult to work without it in a world where we are inundated with information. It's also now standard to use AI to process such collected data in task management systems, CRMs, etc. (e.g., Taskade, Pipedrive, Raynet offer this in their cheapest plans). This data can be better utilized with AI support. So the tool becomes a helper. Responding to customer inquiries, summarizing collected data, creating offers in the context of already collected customer data, etc.
Jack S. 2 months ago
🤖AI: Clients
When you focus on customer service in Upbase right now … We collect various customer data: tasks, notes, comments, conversations, files about a given customer, etc. It would be good to use this data by AI-powered as part of working with and servicing customers. It's difficult to work without it in a world where we are inundated with information. It's also now standard to use AI to process such collected data in task management systems, CRMs, etc. (e.g., Taskade, Pipedrive, Raynet offer this in their cheapest plans). This data can be better utilized with AI support. So the tool becomes a helper. Responding to customer inquiries, summarizing collected data, creating offers in the context of already collected customer data, etc.
Jack S. 2 months ago
👥Clients Communication
It would be great to be able to 📨send to customer emails directly from the customer card in Clients. This would streamline workflow; you wouldn't have to switch to Gmail or another email program. Additional Issues: 📨Sending Emails It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase. Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain. 📥Receiving Emails It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program. I know, this would require integration with, for example, Gmail or IMAP. But initially, the response could go directly to Upbase.
Jack S. 2 months ago
👥Clients Communication
It would be great to be able to 📨send to customer emails directly from the customer card in Clients. This would streamline workflow; you wouldn't have to switch to Gmail or another email program. Additional Issues: 📨Sending Emails It would be great if these emails ultimately originated from your own SMTP server, which could be connected to Upbase. Or at least you could connect your own domain to it, just like mailing systems do. You add the appropriate configuration in your DNS and SPF, authorizing Upbase to send emails on your behalf, using your domain or a dedicated subdomain. 📥Receiving Emails It would be great if, when replying to a RE, the customer also forwarded the email to Upbase. This way, you wouldn't have to track it in your email program. I know, this would require integration with, for example, Gmail or IMAP. But initially, the response could go directly to Upbase.
Jack S. 2 months ago
Same bug year later
Support over this bug has been weak. Tried explaining that the chat box sometimes glitches I don’t know if it’s because something is blocking the send blue button but occasionally after writing big messages you can send them on IOS. Not great for a team based App. Flagged it many times no fix
Taz Aldeek 3 months ago
Same bug year later
Support over this bug has been weak. Tried explaining that the chat box sometimes glitches I don’t know if it’s because something is blocking the send blue button but occasionally after writing big messages you can send them on IOS. Not great for a team based App. Flagged it many times no fix
Taz Aldeek 3 months ago
Open
Pinned tasks
Possibiilty to pin essential tasks to the top of any list, ensuring they remain immediately visible, and enabling better focus on key, daily priorities. (similar to the feature available in Tick Tick)
Aitor Ferran 3 months ago
Open
Pinned tasks
Possibiilty to pin essential tasks to the top of any list, ensuring they remain immediately visible, and enabling better focus on key, daily priorities. (similar to the feature available in Tick Tick)
Aitor Ferran 3 months ago
Open
👥Clients visible in the Kanban view
Could you add improvement for Clients? 📚Kanban view When I move a contact in the Kanban view, the Tag assigned to it changes. This could be adapted directly to "MiniCRM" I would create 🎫Tags that would move the client as it is being handled: . Tags - Example 1 ◾New / New Leads ◾Qualification / Contact ◾Proposal / Offer ◾Negotiations ◾Closed / Won ◾Lost / Archive . Tags - Example 2 ◾Backlog / Ready to Start ◾Needs Assessment ◾Quoting ◾Feedback / In Decision ◾Implementation ◾Done
Jack S. 3 months ago
Open
👥Clients visible in the Kanban view
Could you add improvement for Clients? 📚Kanban view When I move a contact in the Kanban view, the Tag assigned to it changes. This could be adapted directly to "MiniCRM" I would create 🎫Tags that would move the client as it is being handled: . Tags - Example 1 ◾New / New Leads ◾Qualification / Contact ◾Proposal / Offer ◾Negotiations ◾Closed / Won ◾Lost / Archive . Tags - Example 2 ◾Backlog / Ready to Start ◾Needs Assessment ◾Quoting ◾Feedback / In Decision ◾Implementation ◾Done
Jack S. 3 months ago
Open
I can change the name of the title of a task and it's not reflected when I view this on my iphone. It keeps the original title. Too often, I need to close this app and re-open it so that it properly refreshes. Thank you.
David Nelson 3 months ago
Open
I can change the name of the title of a task and it's not reflected when I view this on my iphone. It keeps the original title. Too often, I need to close this app and re-open it so that it properly refreshes. Thank you.
David Nelson 3 months ago
Open
I am constantly re-sorting because the sorting never stays in tact. Whatever sorting I decide to use, include multi, this needs to be saved forever unless or until changed. Thank you.
David Nelson 3 months ago
Open
I am constantly re-sorting because the sorting never stays in tact. Whatever sorting I decide to use, include multi, this needs to be saved forever unless or until changed. Thank you.
David Nelson 3 months ago
Open
In the mobile app (ios if that matters) if you have the view where you can slide to the right to see different views like today and tomorrow, from these views there is no way to add a new task. I thought this would have naturally gotten fixed but it's been months. Hoping to have that functionality back.Thank you.
David Nelson 3 months ago
Open
In the mobile app (ios if that matters) if you have the view where you can slide to the right to see different views like today and tomorrow, from these views there is no way to add a new task. I thought this would have naturally gotten fixed but it's been months. Hoping to have that functionality back.Thank you.
David Nelson 3 months ago
Open
Enter should submit the comment, SHIFT+ENTER new line
All the other big task management tools have it this way. It is muscle memory to do it this way. Same thing on a spreadsheet even
Corinne Blagg 3 months ago
Open
Enter should submit the comment, SHIFT+ENTER new line
All the other big task management tools have it this way. It is muscle memory to do it this way. Same thing on a spreadsheet even
Corinne Blagg 3 months ago
Open
Request for a comprehensive UX refresh to align with 2026 software standards
I would like to ask for a comprehensive UX refresh of the system to align with contemporary software design standards as of 2026. The goal is to deliver a modern, consistent, accessible, and highly usable experience across all modules and platforms (web and mobile).
Roni Cohen 3 months ago
Open
Request for a comprehensive UX refresh to align with 2026 software standards
I would like to ask for a comprehensive UX refresh of the system to align with contemporary software design standards as of 2026. The goal is to deliver a modern, consistent, accessible, and highly usable experience across all modules and platforms (web and mobile).
Roni Cohen 3 months ago