39 results found
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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)
5 votes -
Create business process Task List not associated with Contact or Property
Allow us to create task lists not associated with a Contact or Property. Example to be able to create a transaction task list to check off when running a listing or buyer campaign or transaction.
1 vote -
Would be GREAT if instead of just "complete task" there was an option to "complete" OR "Complete and set new task"
Add option of "Complete and set new task" with the "complete task" option. If you have a smart plan just click complete but if you want to set a custom task it would be GREAT if there was a button next to "complete task" that said "Complete and create new"- so much easier than going back in and creating new tasks each time.
1 vote -
SmartViews for Tasks
Ability to create Smartviews for task list
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 -
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"12 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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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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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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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.
19 votes
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