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This step is enabled by default, but can be disabled if desired.
Client Tasks
This step can be useful to identify which tasks the client will work on before the next session. It’s a newer addition to our steps, so you can disable it if you already handle your client tasks in another step.
Why can’t I hide other steps?
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We may make adjustments in the future as legal requirements and best practices change. Your feedback is invaluable, so please let us know if you’d like to disable a certain step, or steps.
How to show or hide a step
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Login to Chronicler.
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Click the three vertical lines in the upper left hand corner of your screen to open the Menu.
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Choose ‘My Settings’ to go to your settings.
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or
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steps
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Want to learn more?
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