Make it possible to go to next contact when working on task list
Y
Yusuf Young
Use case: You have a list of tasks to work on. You want to work on them efficiently one after another.
What we have to do today (new tasks feature):
- Go to the task view and filter the list of tasks to work on
- From the top task, click the contact name. Do whatever you want to do on that contact (send email etc.)
- Hit the back arrow to go back to the task list
- Click the next contact
etc.
Proposed workflow instead:
- (same)
- (same)
- Instead of hitting the back arrow in the browser, you should be able to just hit the "right" arrow in the contact card (screenshot: https://drive.google.com/file/d/1O6ScQr6s1hn9zKjjOqgiJ_ryWm1Ihnbi/view?usp=drivesdk)
That way, you can just hit "next contact" and work on the task in that contact, until you've finished all your tasks.
ALTERNATIVE SOLUTION: It would also be just as good if there was a filter on Contact level, that allowed you to filter on contacts who have a task with a certain due date.
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S
Sales & Marketing
Merged in a post:
Post-Task Completion: Quick "Next Task" Prompt for Reps
A
Alex Shively
When a rep marks a task complete, there's no easy way to immediately create a follow-up task. They have to exit, navigate back to the contact, and start from scratch — breaking their flow.
What we need:
A simple "What's next?" prompt that appears the moment a task is marked complete, letting the rep quickly set a task name, due date, and assignee without leaving the screen. Optionally, allow pre-defined next step options (e.g. "Follow Up Call", "Send Proposal") to speed it up even further.
Completing a task should never be a dead end. This small UX addition would keep reps moving, reduce dropped follow-ups, and improve pipeline accountability across the board.
I
Ilan Freeman
yes this would be such a small but powerful enhancement. Please GHL work on this!
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