Add Tasks to Calendar | Voters

Add Tasks to Calendar

Ralph Carrasco

On Calendar, add "Tasks" as option instead of just appointments, to be used in similar manner as Google Tasks. This will give users an opportunity to schedule tasking for future dates to follow up on something. Currently, tasks are only on the tasks dashboard and within contact portion. If another solution and or option has been created to work around this topic, please let me know. Thank You.

HIGHLVL-I-2424

November 20, 2020

Aaron Adams

I completely agree with this. I'm in the process of switching to GoHighLevel from Pipedrive, and the major thing missing for our sales team in GHL is the ability to track all activities on our calendars, whether they are tasks or appointments. With Pipedrive, I can add an activity, choose a custom activity type from a dropdown (meeting, phone call, etc), choose a date and time (PAST included), add notes, link people/orgs/opportunities, add notes, add locations, and whether the activity should show as busy or free on my calendar (which replicates on my outlook calendar), and a checkbox for whether or not the activity is already complete. This allows our sales team to quickly jump on their mobile app and mark that they completed a sales call or drop in, allows us to time block on our calendars for tasks, and allows us to pull reports based on activity type. I would love to see similar functionality on GoHighLevel.

Michael Biederstadt

I couldn't agree more and can't believe this hasn't been added based on the request for 5 years now.

Stephanie Smith

I would much rather see my tasks in a calendar format

Mike Lovelady

This feature is super important.

Witali Homer

it that not a standard?

Iver Aune

https://ideas.gohighlevel.com/scheduling-calendar/p/dispatching-job-scheduling-service-routing-resource-allocation

Davis Pfund

I think there's enough comments on this one, let's get it going!! :) thanks team

Charles Briere

Davis Pfund You are right. Since Nov 2020 !!! This is a basic (not advanced, not even intermediate) feature in any CRM.

Andre Ramos

any updates on this?

Samir Chibane

This is very important! Having to use Google calendar for it but would make it more seamless if it was also 2-way sync like appointments

Ezra Tyler

YES! How long GoHighLevel? Lets do this.

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