Turn Tasks into a Powerful CRM Feature
under review
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.
T
Tyler Zegil
5 months later and I still very much agree lol
J
Jeremy Booze
Task need these three items to be more valuable.
- Label who assigned the task. Right now we have to manually add our initial on each task to identify who assigned it.
- Send notification to the assignee that the task has been completed.
- Trigger automations based on a specific task that have been completed.
D
Don Ferguson
need task in agency area on what needs to be done with subaccounts and prospecting
M
Matthias Allred
Flowlu has a very powerful Task feature.
Owner, Assignee, Collaborator, Follower, Tags, Custom Fields, Attachments.
Very powerful. I'd love to see something like this inside HighLevel.
C
Cristian Weiser
I hope this get done soon. Thank you High Level
A
Anton Dale
Would be great if there was an option to also view tasks in mobile app. Right now the only options under task manager are mark complete, edit or delete.
If an employee wants to view a task they have to click edit which runs the risk of them unintentionally changing something.
K
Kian Lalla
This is such a necessity
C
Cristian Weiser
This is great. A great example to model is Pipedrive. They have a very good task management screen with filters, by type, overdue etc.. You can easily group and batch things. So much more productive.
A
Alvin Angelo Cantero
Make the tasks clickable (not on clicking "edit") and has a preview of some details (hover mouse or cllickable)
A
Alvin Angelo Cantero
Add comments, activity history, subtasks in a specific task
Load More
→