Add a Tasks to the Menu.
A
Ashley
Simply save clicks by having it on the menu, rather than having to go contacts>tasks or Pipeline>tasks.
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J
Jason Rule
Use the task management system from GHL Plugins.
J
John Crozier
It is possible to create a custom menu link inside of your agency level account for this. However, it doesn't load as fast as native menu items, and lives at the bottom of the left menu bar.
P
Pedro Poleza
John Crozier Hey John, what link would you put as the custom menu link? Because simply putting the task's URL would open ghl inside ghl (the whole page)
J
John Crozier
Pedro Poleza in agency view go to settings>Custom Menu Link. You then use this link. https://app.gohighlevel.com/v2/location/{{location.id}}/tasks should work for all locations. You can put it on all your sub accounts. Or just a few. I don't think you can arrange it inside the menu to make it higher. Mine just shows up on the bottom.
P
Pedro Poleza
John Crozier Have you done that before? Because when I did it, it was shoung the whole ghl's page inside the iframe, instead of only the "Tasks" page
J
John Crozier
Pedro Poleza when you create the menu link you need to select the option on the bottom that says "open in current window"
C
Chantale Clavelle
John CrozierThanks! :)