Better Tasks UI inside Pipeline View (See Overdue dates + Colour Coded)
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David Ji
Please, this would make the CRM MUCH more usable.
Right now if there are tasks inside the GHL CRM, it would just show how many tasks. But that's not very useful if the tasks are due way into the future.
I put a screenshot (https://i.imgur.com/zadUyS1.png) of another CRM which does this, and this makes a HUGE difference. If instead of seeing how many tasks like it is now, you only see when the latest task is due/overdue, and filter it by colour code, then this would make you able to look inside the pipeline and within one glance see which Opportunity needs to be actioned and when.
Red - Overdue tasks
Green - Tasks that are going to be due on the current day
Grayed - Tasks that need to be actioned in the future
As you can see in the screenshot, you can instantly see which Opportunity needs to be actioned (and when), and you can see which is a higher priority, all within one glance.
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Renato Gervasi
When it is coming?
G
Gianluca Amato
Lots of clients asking for this
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Maria Kirby
We need this!!!!
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Brittany Roberts
Yes we need this change!
Ryan Rasmusen
YESS PLEASE
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Jacob Hagerman
Yes as a sales person using GHL everyday that is my biggest head ache. Having to switch out of my pipeline view to see exactly which tasks I have that are due today.
This would increase my work flow by so much!!
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Brian Hood
Absolutely yes to this! Pipedrive does it in a similar way and it auto organizes the opportunity cards based on task due dates.
It’s SO good for staying on top of tasks.
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Jacob Hagerman
Brian Hood: made it so visually effortless to work inside of the pipeline view
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David Ji
Brian Hood: Yes Pipedrive one is good (i've used it). Although not as good as the one I have in my screenshot posted as it gives you more granular information in regards to the specific time it's overdue etc.
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Brian Hood
David Ji: yeah I agree but I’d even be happy with the pipedrive version as a start.
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Renato Gervasi
sarebbe davvero utile!
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Richard Schlue
Being able to assign a "color coding" would DEFINETELY be awesome - of course being able to select your own colors would be the White label desire too ;-)
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Chris Lombardi
this is good, but also in the smart list view would be equally as good. As when you have so much in your pipeline, it's harder to see the full picture
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