Enhanced Sorting and Filtering + Reminders
C
Cris Weiser
To enhance the tasks feature, we should consider implementing:
Reminders and Notifications: Implement reminders for tasks, which can be sent via email or as notifications within the platform, to alert users about upcoming or overdue tasks, aiding in effective time management.
Enhanced Sorting and Filtering: The Tasks screen should be highly customizable, allowing users to sort and filter tasks by due date, opportunity, contact, staff member, or activity type. This will enable users to quickly find and prioritize tasks based on different operational criteria. (example highlighted in yellow in the screenshot)
Analytics and Reporting: Include analytics and reporting capabilities that allow users to analyze tasks by type, status, assignee, and other criteria to gain insights into productivity and workload distribution.
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