Task Categorization and Tagging for Efficient Organization
D
Derek Fox
It would be very helpful to have a way to tag or categorize tasks so that we can easily identify if they are related to a project, phone call, text message, etc. This would allow us to sort our tasks based on the actions and things that we need to do.
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S
Sales & Marketing
Merged in a post:
Task Tags & Improved Task Filters
C
Clayton Joyner
Requested Feature:
Ability add Tag tasks
Ability to create tasks not related to contacts.
Requested Filter Updates:
- Due Date
- Over Due
- Future Tasks
- Opportunity vs Contact
- Pipelines
- Tag
Having more task filterability would make this incredibly more powerful!
D
Daryl Knarr
I agree, the ability to add filterable tags to the tasks, would assist me tremendously in prioritizing my team's tasks and my personal tasks. Tags that we can name ourselves to the requirements of our specific company and how we use this system.
R
Randall Hargett
Totally agree. If High Level had task management functionality like "Activities" in PipeDrive, we would probably have at 100 agents on board with High Level. This is the only think we're waiting on--Task management. Please address this.