Task templates for common tasks
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shane mccormick
Ability to create templates for tasks so people can just pick from a drop down. Great for tasks that are common and repeated often.
HIGHLVL-I-3812
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Daniel Knight
Yes please, not having this is no bueno for a CRM... make sure we can automate them too if you really want to show off :O
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Jay Martin
https://ideas.gohighlevel.com/crm/p/rework-of-tasks-section-having-preset-tasks-add-in-custom-rows-sort-by-day-examp - merge as this has 15 upvotes.
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Jay Martin
Core Platform Shaun Clark Can we get task templates pleaseeee! Like REI sift has, templates of tasks that are used over and over, usually the task is a set time frame too, admin can build out templates of a task. Such as call contact in two hours. Or another example we reach out to a contact 8 times so we have a task labeled A01 for attempt 01, then A02 for attempt 2 and so forth. This will be especially helpful if we had a counter of tasks completed per contact on the opportunity card.
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Pallavi Kothari
Jay Martin Thanks for the feedback
We dont have this yet in the plans but we have made a note of it and will surely prioritize in the upcoming quarters.
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Jay Martin
Pallavi Kothari This would be Amazing!!! Thank you guys so much!
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Martin (Admin) Jackson
Suggested in 2021!!!! - How is this not yet a feature... come on devs get your act together... maybe you just like typing out the same thing over and over again 😵
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Nicolás Robles
I think that is a must have. Task like Call, Visit, Follow up are needed
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Steph Middleton-Foster
This would be so useful and also allow us to standardise tasks name and therefore apply email filters to task notifications
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Kaysie Nielson
Could really use this
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Jessica Sewell
Please give us this!
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Zach Barbre
This would be excellent and would help out our workflows significantly. We could have a task template based on the type of contact/deal/opportunity that we can customize and apply.
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Jeff Meziere
Having to type the task description every single time is a tad bit primitive
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