Rework Of Tasks Section - Having Preset Tasks, Add In Custom Rows, Sort By Day [Example Images Attached]
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chris lombardi
A core function in my opinion of a CRM, is being able to stay organized with your follow up.
At the moment, the task section can definitely get the job done, but being able to filter by certain preset tasks, adding in custom rows, and also filtering by the day would be huge.
See the attached image, this is from my pipedrive account
- For each person when creating a task, you can select from a group of preset tasks instead of typing it out. Once in the tasks section you can filter by those tasks: Call, Text, Email, linkedin, Facebook, Instagram, etc...
- More importantly though, is being able to filter by Overdue, Today, tomorrow, or just selecting a period. This way the main dashboard screen is not so cluttered with 100 tasks. I think the biggest issue is the fact that the tasks section does not go onto a 2nd page once it hits a certain number.
- Being able to Add in custom rows would be great and is another awesome feature pipedrive has in their task section. This way when you are making your calls, you can see everything you specifically need from a list view.
HIGHLVL-I-1017
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J
Jay Martin
Please add Preset tasks, tasks that get re-used over and over again. This way the agent or user can just click add task and choose template essentially. This way admin or subaccount admin can build task templates makes it much faster and cohesive.
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Ricky Miller
Yes!! This would be huge!
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Christie Nord
Yes, Please!
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Nikolas Francisco Assiz Clements
Absolutely needed a preset task. I`m having to find a workaround with smart lists for follow-ups ups just because setting a task takes too long. I need an easy "Follow up in 2 days" that goes to a list
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Austin Wolff
Couldn't agree more. Where is this feature??