Task templates for common tasks
s
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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P
Pallavi Kothari
Merged in a post:
Save time with Tasks Templates
A
Ashley Harsveld
Ability to create tasks templates to users don't have to fill out the same task over and over.
Really need a customizable opportunities section, however, imagine being able to select a dropdown of a specific task.
Callback task
Quote for X task
Quote for Z task
then you just select the date when it's due. (which by the way you cant select a time if you are doing it from opportunities BUG)
The point is to save time, you will be able to save tons of time from streamlining the note/tasks process.
Either allow customization of opportunity card or allow some sort of task template section.
K
Kimbo Stadler
Has the task functions mentioned throughout this thread been added yet? I could use custom dropped down tasks right now :)
B
Bart Leynen
This would be hugely beneficial for businesses that have teams and want to streamline their organizational processes.
T
Travis King
I would like the ability to create templated tasks and also be able to have them automatically assigned to specific users as an opportunity card is moved from one stage to another
R
Ryan Hoffmann
Yes this would be fantastic to be able to assign to a new account. A list of tasks that need to be performed, documents generated/signed.
D
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
J
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.
J
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.
P
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.
J
Jay Martin
Pallavi Kothari This would be Amazing!!! Thank you guys so much!
M
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 😵
N
Nicolás Robles
I think that is a must have. Task like Call, Visit, Follow up are needed
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