38 results found
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Task on Contacts Smartview
The problem: This process is inefficient and time-consuming, especially when trying to plan follow-ups for a large list of contacts
The Idea:
Introduce "Tasks" as a selectable option in the "Customize Columns" settings for Contact SmartViews.This new column wouldn't need to show task details, but simply provide a visual, at-a-glance indicator to show whether any task exists for that contact.
Suggested Implementation:
The indicator could work just like the email validity icon:Task Exists: A clear icon (e.g., a red dot, a small checkmark) appears in the column.
No Tasks: The column is empty or shows a different icon…2 votes -
Task view - only the tasks with a due date
Within team tasks and personal, I'd like the ability to hide any task that does not have a due date. Currently, there is no option to see only tasks that have a due date.
9 votes -
Add Stage and Checklist Templates Library for Opportunities
It'd be beneficial if we could share/use opportunity templates (Stages and Checklist) from other agents that would like to share what they use, just like in the smartplans section.
26 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 -
mark several tasks completed
When looking at the Tasks page, have the ability to mark several tasks completed like we do with Reschedule, Reassign, Change Priority, Archive.
3 votes -
Capability to delete/archive all tasks at once
Right now, there is only the option to bulk select 50 tasks at a time to delete. It would be great to have an option in the backend settings or on the tasks applet to delete all tasks so you don't have to do 50 at a time. Especially for agents that have over 10,000 tasks they need to delete.
1 vote -
Ability to delete more than 50 tasks at once
It seems like there is only a max option to delete 50 tasks at a time. It would be great to have the capability to delete all of your tasks at once in the backend settings since some people have 1,000+ tasks and doing 50 at a time would take some time deleting that many tasks.
1 vote -
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 -
Calendar View
Tasks needs a calendar view, the list view isn't very visual on what my schedule really looks like.
3 votes -
attachment to tasks
It would be wonderful to have the ability/capability to add attachments to notes and tasks in command. Sometimes a photo is a valuable part of your notes or tasks.
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 -
Moving to new task in the list using arrows
When viewing a list in Tasks, such as Due Today, allow user to move to the next contact card in the list using the arrows at the top, instead of having to go back to the menu to return to the task list and then have to refilter.
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 -
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)
4 votes -
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 -
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
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