43 results found
-
Google Calendar Integration with Tasks
Link command tasks with google calendar so when you add or delete a task it automatically adds or deletes on your calendar as a task. Its super annoying bouncing back and forth between both systems
116 votes -
Task view - only the tasks with a due date
Within team tasks and personal, I'd like the ability to hide any task that does not have a due date. Currently, there is no option to see only tasks that have a due date.
9 votes -
Task Follow-up
When finishing one task would like an optional prompt to create the next task to ensure they are following up.
17 votes -
Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
25 votes -
Task List Scrolling
Is there a way to keep the task list from scrolling all the way to the top after making a date / assigned agent change?
2 votes -
Calendar View
Tasks needs a calendar view, the list view isn't very visual on what my schedule really looks like.
3 votes -
Moving to new task in the list using arrows
When viewing a list in Tasks, such as Due Today, allow user to move to the next contact card in the list using the arrows at the top, instead of having to go back to the menu to return to the task list and then have to refilter.
8 votes -
Make it possible to download/export the task list into Excel
Make it possible to download/export the task list into Excel
1 vote -
Daily Task Email
The ability to have an email sent to myself (command user) with all tasks & birthdays etc due that day as a reminder. (Most crms have this feature)
4 votes -
Send email notifications on tasks in Command
Tasks notifications on the app are a hit or a miss. They sometimes do not appear until 1-2 days after the task was created. Like other CRM's, it would be great if an email can be sent each time a task was created or at least once a day. Our team cannot currently depend on getting tasks and this is crucial to our internal team communications and customer service.
2 votes -
Have contingency due dates appear as task reminders
We would like contingency due dates to populate as task reminders, that way associates can be easily reminded of them and not forget!
2 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"11 votes -
SmartViews for Tasks
Ability to create Smartviews for task list
6 votes -
Separation of Database tasks and Opportunities tasks
I use smart plans to create tasks for lead generation AND I use opportunity tasks. Currently, that all goes to the same list (which is great). I would like an extra tab at the top to select only the opportunity tasks out of the general tasks. Obviously, these are more time sensitive than the lead gen tasks created generally so I would like to be able to check them quickly from that list rather than go into each opportunity individually.
2 votesCould you not user the Filter option? You can filter by Created By. The options are: All, Opportunities, SmartPlans, and Team Member
-
Connecting Chatgpt to Command (API)
I am trying to connect into Command to automate my task list from a program like chatgpt. I want to put the details into chat and have it write my intro emails to clients and then sync up with the task list in Command to input my due dates. Is this possible?
1 vote -
2 votes
-
mark several tasks completed
When looking at the Tasks page, have the ability to mark several tasks completed like we do with Reschedule, Reassign, Change Priority, Archive.
1 vote -
Tasks - sort by name
In the tasks page, allow the name column to be sorted. That way, I can see if a contact has more than one task.
2 votes -
Make Task view default to "Past due"
When you are on Command homepage or the tasks page, it should show "Past Due" tasks by default.
1 vote -
Adjust how the date is displayed for Latin America
Be able to choose the date layout for Latin America... where the days go first, then the months and then the year.
1 vote
- Don't see your idea?