NATASHA DICKMAN
My feedback
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Summary:
Enable users to create, view, and manage all contact-related tasks directly within the contact record, rather than through separate task pages. This would streamline business development, prospecting, and follow-up workflows.
Current Problem
Task Association is Disconnected:
Currently, creating a task or follow-up for a contact requires navigating away from the contact record, creating a new task, then manually associating that contact to the task. This adds several unnecessary steps.
Visibility Gap:
There is no single place to see all tasks—past, present, and future—associated with a contact. Once tasks are completed, they become difficult or impossible to locate from the contact view.
Business Development Impact:
For contacts without jobs (e.g., insurance agents, real estate agents, or property managers), the lack of an integrated contact-task view makes it difficult to manage ongoing relationship touchpoints. It disrupts the prospecting and follow-up rhythm.
Job vs. Contact Disparity:
Job-related tasks (e.g., delivery scheduling, production steps) are easy to access and track, but contact-related tasks have no comparable visibility.
Requested Features
Inline Task Creation and Viewing within Contact Record:
Add a Task panel directly inside each contact’s page.
Allow users to create new tasks (appointments, follow-ups, calls, emails, etc.) directly from that panel.
Auto-associate the task to that contact by default.
Task Timeline Display:
Display all active and completed tasks chronologically within the contact record.
Include filters for open/completed and task type (e.g., follow-up, meeting, email, reminder).
Multi-Follow-Up Scheduling:
When creating a new task, allow scheduling a series of follow-ups (e.g., follow-up in 3 days, 2 weeks, 1 month).
Each follow-up should automatically tie to the same contact and appear in their timeline.
Improved Task Completion Visibility:
When a task is marked complete, it should remain visible within the contact’s task list (dimmed or marked complete).
Optional checkbox or toggle to show/hide completed tasks.
Business Rationale
Streamlines prospecting and follow-up processes for relationship-based contacts.
Eliminates multi-step navigation that wastes time.
Creates a unified history of interaction for each contact.
Increases CRM usability for non-job contacts (critical for sales and business development).