I have all my clients as a task, that way I can easily search for a client and write notes of a call on them. If they ask me to do anything I create a subtask so I can see all tasks in that maintask.
If they write a mail, I forward the mail to smarttask but its a main task. I want to be able to move that as a subtask and if possible I want to be able to have 2 maintasks.
Because I automattically create a ddaily task with Pabbly for my daily survey (calls and meeting) Any subtasks relating to that I would like a direct link to the daily task and the client task.
I know I can create projects for clients, but with more then 100 clients it’s not that easy to search for.