Field Selection UI
- Users can now select which fields to include in the intake form, and can configure the order for them
Task Auto-completion
- The first few tasks of an intake workflow often involve filling in documentation and answering some risk questions, but then users would still need to ‘complete’ the tasks with that documentation populated. Trustible can now automatically mark the first few tasks of a workflow as ‘complete’ if all the info needed for them was filled out by a user during the intake process.
