Add Custom Work Notes to your Client Reports

Custom Work Notes are released as an improvement to our new Client Reports. Thanks to your comments and feedback we learned that you are interested into adding additional notes to your scheduled Client Reports, connected to your work outside of ManageWP. So, we did our best to provide you with this option.

There have been quite a few similar suggestions around the same subject essentially; that “it would be great if we could add a new section on the report templates that could include notes for ‘other tasks’“. Somethings that would allow you, as the website administrators and managers, to enter custom notes and additional work that has been done on a specific website during a chosen period.

Custom Work Notes

Whether it is a plugin licensing, custom development work on the theme or some online campaign for your clients – custom work notes enable you to showcase that work by including that information into your regular client reports.

Custom Work Notes Section

Custom Work section is now a part of your Client Report page. New notes can be added manually or you can use a CSV file to import a list of tasks. Presumed they are formatted properly, of course.

Each custom note have 3 components:

If the custom note date falls into the range chosen for the client report, that note will be automatically included in the report (if the Custom Work Section was included in the report).

Include Custom Work Section

Here is how this section will look once you add some notes to your report.

Custom Work Notes look

This is just one of few improvements that will be exclusively available with the new client report design.

Big Thank You

We want to take this opportunity and thank everyone that provided the feedback. It is because of you and your support that this improvement is released today!

And special, public shoutout for Eliot, who went above and beyond with his feedback and sent us fully built mockups (custom tasks, other tasks), of the ‘Custom Tasks’ section he was suggesting. We were pleasantly surprised both by his efforts and just how much this was in line with what we were already building. Awesome job mate!

We hope that our Early Access program will open door for further initiatives based on your feedback such as this one.

So, keep on sending your feedback and comments – we are listening.

Marko Tanaskovic

Product Marketing Manager @GoDaddy | Currently on a mission of either cloning himself or learning to be at two places at the same time. Latter being the preferred option.

8 Comments

  1. brandon

    Would be awesome to pull in tasks from Asana into this section.

  2. Dilmar Ames

    Great feature. Better with Jira (and others) integration 😉

  3. Fountain

    Thanks! +1 for API

  4. Danielle Shaw

    Custom Work addition is fantastic, thank you!

  5. Tevya

    This is awesome! Would be even better if it integrated with too help desk apps like Help Scout and Intercom, and just automatically added the subject and date closed, of conversations. Would be really sweet if it included the smiley face on ones they’d given positive feedback on.

    1. Marko Tanaskovic

      Author

      We really haven’t considered HelpScout or Intercom integration, but I’m adding them to the list of ideas for improvement. Thank you.

  6. Iwan

    Now we just need an API!

    1. Carl Taylor

      Agreed. Hard to use this at scale without an API

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Over 65,000 WordPress professionals are already using ManageWP

Add as many websites as you want for free, no credit card required. Sign up and start saving time!



Have questions? Get in touch!