Tasks

My B2B customers, medium - large contractors to be specific, has been requesting a Project Management feature for a long time. ➕ Add a Project tab in the main meny that could be toggled on/off like other features. ✅ Create a new project. ✅ Assign staff, contacts, companies and opportunities to the project. ✅ Add basic data to the project like address, value, source, etc. ✅ Let us add custom fields, notes, documents, tasks, etc. ✅ Let us assign proposals, estimates, appointments, invoices, etc. to the project. ✅ Let us mark communication like emails and SMS to the project. ➕ Let us switch between two overviews. ✅ Listed view, like the contacts-view with search, bulk actions, etc. ✅ Pipeline view, like opportunities-view with custom steps. Please comment below if you have additional ideas.

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

This seems like a simple thing to add -- I would like to see "Overdue Tasks" to the filer option in TASKS so that they can easily be found and rescheduled.

Generally when you're looking at Tasks you want to look at several, but it's clumsy. It should be possible to keep the selection criteria of Pending and Ascending for instance. See Loom https://www.loom.com/share/fd54ef09e5a842809544ce159fbe3b44

The ability to schedule a recurring task (monthly, weekly, annually, etc) HIGHLVL-I-813

Many use apps like Trello, Slack, etc, We love BasicOps. Benefits: 1 - For all GHL - we can incorporate tasks into snapshots / workflows, onboarding, etc. Enhancing the Launchpad. Accept Task list for New website -Domain -DNS access - Branding Toolkit or equivalent discussion - etc. Migrating Website Social Media Mgmnt - Account handles - Account logins Also can be done by industry too Author - layout out a book launch task outline (can also be available in the marketplace as project flows.

can we have multiple users on 1 task. And if So can we have multiple users working on a task have a reply thread attached to it somehow so users can respond to what they are doing with the tasks or any updates, etc.? HIGHLVL-I-6081

Like todoist, have tasks, subtasks, task sections with header, priority flag and view as a list, in boards or on the calendar. Be able to allocate groups (teams) to sections/tasks/subtasks.

Allow the ability to set up sub tasks within an overall task. This would be helpful for when managing the team, and would eliminate the need for other project management software such as monday.com HIGHLVL-I-3274

Being able to assign tasks in terms of priority (High, medium, low) and being able to see a column with not only the contacts name column but the phone number and company name. The ability to bulk reschedule tasks instead of individually doing it one by one.