Calendar & Tasks
47 results found
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Simple text only *(edited @time by @user) history log would be helpful.
Edit History
Stage 1 (super easy)
Simple text only *(edited @time by @user) history log would be helpful.Stage 2
Could make Edit history (only shows if true) expandable to show the history of changes.Could roll out Edit history across other features as well if relevant - this helps companies maintain transparency which would be appreciated.
2 votes -
Set tasks to be done by Job position instead of assigned to or a specific person.
As it currently stands a task can only be automated to assign to 'assigned to' or a specific person. It would be extremely helpful(and your competitors do this) if you could automate tasks to 'Salesperson' or 'Estimator' or 'Office Admin' and that way we don't have to constantly change the assigned to field during the workflow to get tasks assigned properly. A specific person is not good because depending on how the job came in or location that specific person may or may not be the right person to have the task assigned to.
2 votes -
Allow Limited User Access to see tasks that aren't assigned to them
Currently "Limited User Access" profiles can't see Tasks related to the contact unless assigned even if they are designated as Sales Reps on the contact. It would be useful for the Sales Reps (who have Limited User Access Profiles) to see all tasks associated to the contact.
2 votes -
Need more task icons to choose from when customizing tasks
I wanted to add a phone icon to the Phone Call task and discovered there isn't one. It seems like it wouldn't be too difficult to add more choices of icons.
2 votes -
Change task times
Add ability to create custom time intervals on the desktop calendar. The app allows for a 15 minute task but the desktop requires at least 30 minutes.
2 votes -
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.
Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.
2 votes -
Multiple users to one task configuration
When you assign multiple users to a task and one user completes it, it will complete it for every user assigned. In some cases, this isn't ideal, and it would be nice to configure the task to require every user assigned to complete the task before it disappears.
1 vote
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