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Status Not started
Feedback Type United States
Created by Brittany Ryan
Created on Nov 28, 2022

Required SaveIt Items Marked as Required in Concourse

As a user, I want the ability to visually see items in Concourse are required for SaveIt (e.g., engagement contract, EAF) and denote the task in Concourse as mandatory so that I can more easily make sure that my engagement is in compliance with firm OFRO standards and reduce the back and forth between SaveIt and Concourse.

Workspace Territory United States
  • Admin
    Courtney Powers
    Nov 30, 2022

    Thank you for submitting this idea! We've assigned this to our team and they'll be in touch as they start to explore it! Thanks again!