Revamped Tasks! (More powerful & usable)
E
Edison Lopez
Here are the features/changes I am proposing:
Designated tab on side bar for Tasks
- To easily access your tasks directly from the side bar
Tasks View On Calendars
- Stay on top of deadlines by viewing your own tasks or other Users tasks directly on the calendar
Custom Fields for tasks
- Categorize your different types of tasks with Task Custom Fields
Custom columns for task list
- Add columns to your task list to display your custom fields
- Task list scrolls horizontally so you can add as many columns as we like.
Task Templates
- Save time creating tasks by creating task templates for your most frequent tasks
Task Pop-Up Modal 🤯😮
- Click into any task to see all the relevant information for the task!!
Filter by Custom Field
- Trigger workflows EXCLUSIVELY for the correct types of tasks using custom fields as a filter
- Available for the "Task Added" & "Task Completed" workflow Trigger
I created mock ups of how these would be implemented, so please look those over.
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S
Sales & Marketing
Merged in a post:
Huge Improvement for Tasks
C
Cris Weiser
To enhance the tasks feature in our CRM, we should consider implementing a range of functionalities similar to those found in leading CRM systems. Here’s how we can update and improve our tasks feature:
- Task Creation and Details:Allow users to create tasks associated with specific deals, contacts, or organizations, and provide the ability to specify details such as task type (call, meeting, email, deadline, etc.), due date, and priority level.
- Scheduling and Assignments:Users should be able to schedule tasks for specific dates and times and assign them to team members. This will facilitate better organization of the workday and ensure critical activities are not overlooked.
- 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.
- Calendar Integration:Ensure tasks can be integrated with external calendar applications, allowing users to see their tasks in the context of their overall schedule and manage their time more efficiently.
- Task Tracking and Management:Provide a system where users can easily track the status of their tasks, marking them as completed, rescheduling, or updating details as necessary, thus managing workflows effectively.
- 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.
- 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.
By implementing these features, our CRM’s task management capabilities will be significantly improved, fostering better productivity, enhanced collaboration, and a more streamlined workflow for the team.
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S
Sales & Marketing
Merged in a post:
Task Overhaul!
J
Joel Salinas
Looks like the task section is half baked!!!!
We need trigger for new task added that are not assigned to a contact.
We need the option to add priority on tasks.
We need task reminbder to the assigned user (of the task)!!!!!!
J
Jeff Sojka
Go High Level has many great features. Tasks seems like a place holder for a future, usable feature. Without priorities, bulk edits, advanced sorting (priority, due date) or (due date priority), and custom fields, it is not usable in a real-world business that has more than a few tasks open at one time. Luckily, GHL does integrate with ClickUp. But, I feel like managing tasks between two systems kind of defeats the purpose and might be difficult to manage.
J
Joel Salinas
Unbelievable that this trigger doesn't start if the task is not assigned to a contact
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Robyn Martinson-Gallardo
You, also, need to be able to do bulk actions on a list of tasks, such as bulk re-assign or bulk change due date. Any changes available should be able to be done in bulk. When working with 100's of tasks, modifying one at a time is way too time consuming
M
Mark Hoffman
Depending on how good you want to make tasks in HighLevel, I recommend taking a look at clickup. That's what I currently use for project management because HL just doesn't cut it when it comes to tasks.
S
Sam Zammit (YOC)
The ability to be able to format the description of the task to allow for spaces between steps and allow the ability to create bullet points and add images
P
Pallavi Kothari
Merged in a post:
Tasks add columns and sort/filter
Michael Garcia
Add ability to add extra columns (like under the SmarList view) to the tasks and sort/filter the tasks from any of those columns. Added bonus, save the state. Something like Datatables allows.
D
Dani Diaz
Also, there should be a separate Notification Icon at the top for Tasks!
P
Pallavi Kothari
Merged in a post:
Create a task template library, to make calling more efficient.
K
K.C. Gleaton
Please create a task template library, to make calling more efficient.
Check here: https://somup.com/cZhjDX5rki
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