Project/Task Organizer Like Asana
under review
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
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P
Pallavi Kothari
Hi everyone,
Thank you all for upvoting and contributing to this highly requested idea! We're actively exploring improvements to HL Tasks to better support your Project Management needs.
To help us prioritize effectively, please reply to this comment with:
Top 2-3 must-have features you absolutely need to manage your projects effectively using HL Tasks.
Any current workarounds or alternative tools you're using because these essential features are missing from HL.
Your detailed feedback will greatly assist in shaping these enhancements.
Thanks again for your valuable input!
J
John Robins
Technically, opportunities and projects are the same thing. One is pre-sale, the other post-sale. What we want is a solution that enables us to associate tasks with specific opportunities/projects, allows us to assign multiple staff to a project, and allows us to set a start date, due date, and action date.
We have built an app for several clients that integrates MS365, GHL, and QuickBooks/Xero, providing a single Command Center for our clients to handle every aspect of their business from marketing through to project completion.
If you simply let opportunities be both 'opportunities and projects', and allow tasks and users to be directly linked to the opportunity/project, then we will simply amend our app structure accordingly.
A
Abbiegail Cabe
How is this coming along? we badly need this feature
A
Alex Nedelea
We need a setup that gives us the right context and the right opportunities so tasks can be created as they should.
We also need a dashboard that shows task priority and expected time duration.
We should have AI learn from the tasks we have done in the past, so it can help us organise them by priority and by time. That way we can tackle the shortest duration tasks with the highest critical importance.
If possible, add an Eisenhower matrix so we know what to focus on at the right moment. It should also let us add tasks inside the calendar, and work with tools like Reclaim and ClickUp, replacing them completely.
The goal is simple.
Neat organisation in the calendar, and smart sorting by priority.
A
Alex Nedelea
Come on... 2019 to 2026? Really?
K
Keith Besherse
Ideas Board Finds: Task Dashboard and Subtasks, https://youtu.be/nD0lajEST9o
Sub-Tasks, Task Dependencies, Gantt Chart = please!
D
David Serna
At least the ability to group tasks by project and assign a project to a company within the current task management system will be helpful
G
Giulio Gobbo
please add something that look like this
Photo Viewer
View photos in a modal
S
Sales & Marketing
Merged in a post:
Project management tool like Jira, Clickup
D
Dhruval Ramani
S
Sales & Marketing
Merged in a post:
Task Module
J
Jonas D
Can we have a separate module for Task and can view it as Kanban, List or Gantt Chart? that will be a great addition to make GHL a true all in one platform
S
Sales & Marketing
Merged in a post:
Built-in Project Management Module for Agencies & Clients
J
Javier Soong
Add a feature-rich project management tool within GoHighLevel to help agencies and clients manage tasks, deadlines, and workflows more effectively. This would allow users to coordinate both internal and client-facing projects without leaving the platform.
Key Features:
- Project dashboards (Kanban and Gantt views)
- Task assignments with priorities, statuses, and due dates
- Task dependencies and subtasks
- Client collaboration via the Client Portal
- Integration with existing GHL workflows and automations
- Visual progress tracking with status updates
- Commenting, tagging, and file attachments
This enhancement aligns with GHL's mission to be an all-in-one agency platform, reducing the need for third-party tools like ClickUp, Asana, or Trello. It would significantly improve user retention and streamline operational workflows for agencies and clients alike.
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