35 results found
-
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"12 votes -
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.
3 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
-
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 -
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!
-
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
-
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!
13 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
- Don't see your idea?