49 results found
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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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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 -
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 -
Add "Email" Task Type
instead of just having Call, Text, or Other, please add an Email Task Type.
4 votes -
Task - Linked Contact/Opportunity missing
When linking a contact or opportunity to a task, it would be great to be notified if the domain is missing information
(e.g. Task created "Email Clay about documents" and 'Clay' is linked as a contact, but there is no email for Clay)1 vote -
Create Multiple Tasks Quickly (Using Enter)
It would be SO nice to just put in a bunch of tasks line by line by pressing enter. Due date and additional notes can be added after or you can default to due date today. Would be so nice to be able to just enter into a list quickly items due for today while brainstorming.
3 votes -
Sort Contacts by Tag When Creating Task
Within the function of Linking Contacts to a Task, it would be useful to search contacts by a Tag. Currently, a user is only able to Link Contacts to a Task by searching for them individually by name. I would like to create reminders to reach out to Leads that I have identified as "hot" "nurture" or "watch". I have already added those tags to the contacts but it would be tedious to add them name by name.
6 votes -
"Select All" for Tasks
I would love the ability to select all tasks vs a one by one
7 votes -
"Due Tomorrow" Filter Chip
I dont know why the tomorrow task was removed, but I used it every day to make sure I was best prepared for the next day. I would ask to bring it back.
5 votes
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