Project/Task Organizer Like Asana
J
Joel Cowen
To make this an all-in-one platform it would be great to have a "Projects" tab that allows us to create task, assign those to specific users, and restrict access to those users. For example, we could create an onboarding section and auto-assign those based on user type (Client, Account Manager, Sales, etc.). We could also have tasks that get assigned to the client. The client could login and see what needs to be done, what's being worked on, etc. This could also be added to the daily/weekly reports that go to the client so they are kept in the loop on things.
HIGHLVL-I-15
K
Keith2 Besherse
Support rich text html in tasks.
Allows for use of Trigger Links within the task so we can have actions taken by the user assigned to the task.
https://ideas.gohighlevel.com/automations/p/make-tasks-better-rich-text-etc
K
Keith2 Besherse
https://ideas.gohighlevel.com/crm/p/better-tasks-ui-inside-pipeline-view-see-overdue-dates-colour-coded
K
Keith2 Besherse
https://ideas.gohighlevel.com/automations/p/tasks-sub-tasks
K
Keith2 Besherse
https://ideas.gohighlevel.com/scheduling-calendar/p/add-tasks-to-calendar
K
Keith2 Besherse
https://ideas.gohighlevel.com/conversations/p/ability-to-have-a-rich-text-field-for-task-descriptions
Puru Bansal
Merged in a post:
Turn Tasks into a Powerful CRM Feature
H
Henry Gilliam [Agency]
Redesign Tasks as the place where you schedule, store, save, display and look up various interactions with prospects/customers. It can be the history log. It can be the input place to schedule future actions to be take. When completed, those actions remain as history. If their date is in the future, they can feed into calendars and Opportuntiy cards. See a small portion of Tasks new functionality.
This alone would give your CRM the fuel utility and power that it lacks.
In the center column of each Contact, combine all Tasks chronologically with emails, SMSs, etc.
Integrate Notes, and Appointments into Tasks. They are just "Types" of tasks.
But leave them as column headers to serve a quick views of key types of Tasks.
![](https://canny.io/images/f1c658c4dc9429d2f7b4251f7589c376.jpg)
P
Pallavi Kothari
Merged in a post:
As Monday.com tasks and projects management system
A
Auto Streams
Ability to manage tasks and workflows to fuel team collaboration and productivity at scale like Monday.com
Jacob Frazier
Been searching for a project management tool, if Highlevel does this… icing on the 🍰
R
Robert Ruiz
Yes, This would great for clients to use for employees so they can set a checklist for them.
M
Michael Garcia
This is a great idea, but I think it needs to be simple to execute for clients that don't need a big project style task manager. Pipedrive did that and its way too involved for basic task management.
T
Tyler Zegil
5 months later and I still very much agree lol
J
Jeremy Booze
Task need these three items to be more valuable.
- Label who assigned the task. Right now we have to manually add our initial on each task to identify who assigned it.
- Send notification to the assignee that the task has been completed.
- Trigger automations based on a specific task that have been completed.
C
Carsten Pfisterer
is this coming anytime soon? pleeease!
Christopher Mateo
Carsten Pfisterer wondering for updates as well?? This is very much needed for enterprise level clients I’m trying to work with gov agencies and they need this schools, fortune 100s etc
D
Derek De Giovanni
It would be awesome if a Project had a Pipeline (like Opportunities, but specific to Projects) and each Pipeline had one or more Tasks associated with it. We cold create Pipelines for various project types. When we create a new Project, we pick the appropriate Pipeline (e.g. social campaign, email marketing, consulting, etc, etc).
I
Iver Aune
Derek De Giovanni Like this? https://ideas.gohighlevel.com/crm/p/project-management-level
D
Derek De Giovanni
Iver Aune Yes. That's even better.
Load More
→