Project/Task Organizer Like Asana
J
Joel Cowen
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
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C
Christopher Lang
I feel like this is the only missing piece to that "All In One" solution that Highlevel offers. This would be amazing.
Y
Yorick Bos
Currently using a different tool for this. It is one of the few features GHL does not have that is very strange.
G
Gena Lester
Absolutely Please...We need this
D
Dakota Stewart
Yes please
H
Houtan Hormozian
This would be a great. I have users that are responsible for "Tasks" only and I don't want them to see the "Conversations" that takes place.
This all goes back to
S
Steve Day
Asana style kanban and list views of project would be a game changer for me.
I'm a small business systems coach and having this would enable me to use GHL as a SAAS product for my entire offering.
GHL task manager is fine for sales staff but its inadequate to use for managing recurring tasks.
Happy to consult on this with the GHL team as this is my area of expertise.
V
Victor Escobar
NEEEED ITTTT ASAPPPP!!!!!!!
J
Josh Pather
yes just like ASANA would be great
K
Keith Besherse
Support rich text html in tasks.
Allows for use of Trigger Links within the task so we can have actions taken by the user assigned to the task.
K
Keith Besherse
K
Keith Besherse
Puru Bansal
Merged in a post:
Turn Tasks into a Powerful CRM Feature
H
Henry Gilliam [Agency]
Redesign Tasks as the place where you schedule, store, save, display and look up various interactions with prospects/customers. It can be the history log. It can be the input place to schedule future actions to be take. When completed, those actions remain as history. If their date is in the future, they can feed into calendars and Opportuntiy cards. See a small portion of Tasks new functionality.
This alone would give your CRM the fuel utility and power that it lacks.
In the center column of each Contact, combine all Tasks chronologically with emails, SMSs, etc.
Integrate Notes, and Appointments into Tasks. They are just "Types" of tasks.
But leave them as column headers to serve a quick views of key types of Tasks.
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