30 results found
-
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.
5 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 -
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 -
SmartViews for Tasks
Ability to create Smartviews for task list
9 votes -
Customize Task Table Columns (Remove, Resize)
it would be nice to customize the task chart
ie remove " assigned to"14 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 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.
6 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!
14 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
- Don't see your idea?