Task Dashboard
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Erin Thompson
It would be great if there was a task dashboard, similar to a pipeline and how you create contacts, but for tasks. It would be even better if you could drag and drop those tasks onto a calendar. For example, being able to create "pipeline" categories of High, medium, low and backlog. Wherein one could place tasks and then drag and drop them into their calendar for scheduling those tasks. Ideally, the tasks would be entered by task name, with the client information and notes attached.
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Nati Kuyumllian
It's super important for sales teams to be able to see and count the number of assigned tasks in order to better follow up. We need it
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Umer Ashraf
Need it desparately. It will be a game-changer. Task dashboard just like a monday or trello
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Preston A Reynolds
Agreed. Think Trello, but inside of HighLevel... 💡
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Keith Besherse
Gantt Chart format please!
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Keith Besherse
Ideas Board Finds: Task Dashboard and Subtasks, https://youtu.be/nD0lajEST9o
Sub-Tasks, Task Dependencies, Gantt Chart = please!
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Sales & Marketing
Merged in a post:
Add a Tasks to the Menu.
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Ashley
Simply save clicks by having it on the menu, rather than having to go contacts>tasks or Pipeline>tasks.
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A I Russo I Mauro
That's right, it would take the opportunity for those chosen to put them directly on their Google calendar. In addition, it is essential to be able to reorder them according to the various criteria, including the value of the opportunities available to you and the fundamental thing, to be able to move them and/or close/change assignee in a massive way
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Antonio Pino
It would be very useful, as using it as a custom menu link is not perfect...
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Felipe da Power
Where are the Tasks Metrics on the new Dashboard? Like number of overdue tasks, tasks per user, future tasks for due date (next 7 days for example), avg. time to complete taks, etc.
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Pallavi Kothari
Merged in a post:
✅ 📋 Daily task dashboard
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Felix Loiselle
Having a view where we see the task due today
In this view we could have a quick access to overdue task and future task.
Nice to have : Possibility to have a label on task (Ex. : Urgent, Important, Secondary)
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Cat Molloy
Having something similar to ClickUp or Monday.com for tasks and project management would be great.
Obviously not the full blown capabilities of the other platforms but, enough to where we don’t need to use multiple platforms.
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