What are problems?

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Problems stop the processing of a project if a certain condition is met. When a problem is created, nobody can upgrade the project until the problem is solved. There are two problem scopes: client-related and staff-related. For example, if you have a task to be done but your client didn’t send you the required bank information, you can create a problem that the task cannot be completed until this information is received from the client. This helps to avoid several of management issues:

You guarantee that nobody will accidentally upgrade the project and proceed with incomplete data, which can cost you your reputation and future business

You can quickly oversee what is stopping your staff from working on their customer returns

You can quickly send template-driven instructions to customers notifying them of what you require them to do before you can complete the draft return

You can follow up with reminders in case the customer fails to follow up in a reasonable time frame