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Looks great - I really like having everything in one place. I want to be upfront of where my questions come from :-) I currently use a dedicated saas but my goal is to consolidate things :-)

Questions/Obervations 1: Task or board templates? Many of boards are repeated on a customer or time basis and would be great to have. I saw that finished boards can be archived, what about new repeated boards.
2: Board categories? Saw the color blocking but is there a type of category system in addition? A larger number of clients or categories will quickly get crowded. This would be especially true for boards that have longer time frames or are paused. 3: Attach CRM Contact is limited to 1 contact. Can a board/project be assignd to a company, multiple contacts in a company or multiple company contacts? 4. Support tickets converted or added to a task? Many of the tasks we end up doing require some kind of action item by the client who has opened or replied to a support ticket. I't would be great if the tickets associated with the task/board would both show up on the contact record . Possibility?

I appreciate getting an early look at things and look forward to learning more.... Thanks

  • 3 comments

Shahjahan Jewel

Hello James, thank you so much for the detailed queries.

    1. Templates for boards are a planned feature. We will add feature so you can even copy a whole board and create a new board.
    1. We have plan to make Boards more filterable and maybe we can add workspace styles categorizations
    1. You can actually add CRM contact to a whole board.
    1. Integrating with FluentSupport is a planned feature and yes, it will be shipped in version 1.0

James Maduk

I saw the single contact to a board. I was thinking about multiple contacts, a company or multiple companies?

Shahjahan Jewel

Ahh got your point. Added this suggestion to our internal FluentBoards ;)