40 results found
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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
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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
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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 -
Ability to link tasks together or create a series
It would be great if we could create tasks that are linked to one another for when we are working on large projects.
1 voteCould you not do this by linking them to the Opportunity? If not, please let me know why so I can look into a possible solution. Thank you!
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Create templates w/ multiple tasks tied to opp
Wants tempalte tasks to recylce and set deadlines on. Task list for new builds will look different from tasks assocaited with resales.
4 votes -
add confetti when a task is completed
add confetti when a task is completed
3 votes -
Task Table Remains "Sticky" after Completion
Frustrating. It should go back to where you were before. Scrolling up to the top wastes my time as I have to scroll back down and remember where I was.
5 votes -
Improved Load Time in Tasks
When marking multiple tasks as complete, it takes a moment to load before you can mark the next task as complete. I should be able to mark tasks as complete faster that 1 every 10 secs without being forced to use the bulk task action. This is an issue I’ve experienced with the app and the web-based platform.
2 votes -
updating checklists
Updating a Current Checklist with new items - Currently cannot save a new task item into a checklist.
1 voteCan you give me a little more detail about what you are trying to do? Feel free to email me at matthew.wilburn@kw.com
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Link Task to Contact in Edit
Would like to be able to link a TASK to a CONTACT in the edit - after initial creation
3 votes -
Export Tasks to Mojo Dialer
Go to tasks and select all for the day. Have an export option to transport those names and numbers into Mojo Dialer rather than hand dial each prospect!!!
3 votes -
"Select All" for Tasks
I would love the ability to select all tasks vs a one by one
7 votes -
Export Tasks to CSV
Since I can't always be at the computer or online, I like to keep a hard copy of tasks with me at all times. When I review it in the morning (on my commute) it helps me prepare for my day!
11 votes -
Add Contact Tags Column to Tasks Table
While in my Tasks page, I would like to see the Tags as an option to add in the columns. This way I have a better idea of, and can see at a glance, who the contact is, or if there are many tasks for the same group of people.
5 votes -
Edit Task Notes after Completion
On occasion I enter a note and forget to include some additional details or a client returns my call immediately. Or I enter a tast on a wrong client. I then need to add another tast/action into command which adds a second entry for the day. If there was a way to edit the interaction whether it be a call, meeting, email or text task. That would be great.
3 votes -
Sticky Filters in Tasks after Opening/Editing Task
There needs to be a way to walk through tasks, such as past-due phone calls, without having to re-select the tasks icon and re-entering the filters. Currently when in a contact all you can do is return to the contact. The back arrow returns to tasks but the filters are missing.
4 votes -
Bulk Actions (Complete, Delete, Add Assignee, Add Note, etc.)
When you have several contacts that come up for the same task, like "send an email" it would be great to select them all from the Task Bar and Bulk Send the Email.
17 votes
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