Project/Task Organizer Like Asana
under review
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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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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!
W
Wilme Leverage
Pallavi Kothari here are some things people have mentioned I support and some other high values aspects to consider:
* Estimate time, and track actual time taken. and resource planning view.
notes that notify a particular or all users, cost rate, and chargeable rate.
* adding images, text and videos to task, as well as flow diagram.
* any dates automatically added to organisation and user (and followers) calendars.
* own prioritisation system; not just high, medium, low, such as a ranking numbered priority; or at least using Eisenhower priorities.
* at least 3 levels deep of cascading tasks.
* notifications don't need automations, they happen automatically.
* associate tasks to custom objects and / or opportunities.
* Kanban board of categories.
* connect tasks to clients, but not essential.
* set who can see, edit, delete and create projects/tasks.
* client / contact request / ticket items of different types using a form or survey - support, tasks, project, etc.
* have tasks set in course / memberships as actions for completion or used as checklists; once and or / over and over again.
* Client / contact resource tracking ($, time or other) and notes against each entry. Showing balance remaining.
* Customisable statuses.
* Connect to internal messages, but shown against task and project; so no external messaging required
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Ian Watson
Hello Pallavi,
Hopefully, this is something you can implement soon. As HighLevel is built for agencies, it's only logical that every agency will need to manage its projects.
Must-haves:
- Ability to create project stages (display in kanban)
- Ability to create a checklist of tasks (Predefined 'task templates' so users don't have to type out the list of tasks each time)
- Ability to have those task checklists link to the automations object as triggers/actions.
Should also be prompted to ask if we want to create a project when an opportunity is 'won'.
Pipedrive does all of the above - it's a really useful feature, and coming off Pipedrive to use HighLevel without a Projects Object is seriously annoying! I've reverted to printing paper checklists!
E
Esther de Boer
Quick fix would be to save the task view per user.
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Matthew White
I agree and would love to see a "projects" tab as well where a predefined set of tasks or a checklist that I have created can be assigned to the project. It is also important to be able to assign contacts to each project with their role (EG owner, site supervisor, permit processor, etc). As a builder I need to know what tasks or activities have been completed and these tasks are not always done in the same order so i cant just build a workflow. I also need to know which clients or owners are connected to each project. Finally there should be a way to archive the project when it is no longer active so one can easily focus on active projects easily
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Asaf Zangi
Pallavi Kothari Do we have a timeline on this? really need it in my business’s functionality and don’t want to spend the time to create it on Clickup or Asana if you are about to push it out would be helpful to get a timeline.
S
Scott Brennan
This would be amazing:
- Create, assign, and prioritize tasks.
- Add due dates, descriptions, attachments, and comments (tag team members)
- Subtasks and recurring task.
- Create project templates for repeatable work
- Multiple project views: List, Board (Kanban), and Calendar.
- Task dependencies and approvals.
- Automation/workflow (e.g ,when 1 task is complete assign a due date for the next task)
- Dashboards and workload view.
- Progress tracking and milestone reporting.
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Alex Nedelea
We need to track time spent by task, by opportunity and by contact.
Contact will have the total for all opportunities and tasks could be attached to different opportunities.
And for god sake, we need Critical, High Priority, Medium Priority and Low Priority for tasks.
How is a task just a task, not even Trello is that basic.
Also please give us a dashboard kanban view for tasks with different sorting.
2
2web Admin
- A Ticketing Helpdesk, with each ticket has its own ticket number. Tickets CAN be associated with a contact/a company, assigned to users, as well as adding "following" users.
- Being able to add Time to each project and/or task
- Being able to associate a project or a task with an invoice/subscription
- Project Template, Task Template for quick project creation
- Of course, automations!
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Preston Buckley
At a minimum, it would be great to have "Task Pipelines" that operate similarly to opportunity pipelines but do not require a contact to be tied to them. Essentially, creating a Trello/Asana board alternative that has its own workflows and populates separate dashboard tables for reporting.
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Alejandro Resto
I think it would be huge, if we could drag tasks into our calendar. Doing so, we can easily time block and plan your day around the tasks that need to be completed.
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