14 results found
-
Push Notifications for MC tasks
Our staff is being assigned tasks from our Onboarding Smartplans, but our staff has to click through to get to the "other tasks". I've seen that you guys are working on making that less clicks. I also think we need a push notification, command notification, or an email to notifiy them that they have a new task assigned to them.
22 votes -
Completing Tasks should prompt activity logging
I know there are several others here about tasks - however when working from the task manager > other tasks in Command MC, it takes too many clicks to make sure a completed task logs an activity. It should prompt every time an individual task is completed, whether from the task manager screen or inside the recruit/associate card.
Currently clicking "complete task" in the task manager view does not prompt to log activity, which creates too many clicks to log the activity, make sure the task is marked completed, then not lose your place in the task list.
7 votes -
Notes when completing a task
It would be really helpful to have a section for adding notes to a task before marking it as complete. Right now, we have to go back into the agent's profile to add notes after completing a task, which adds extra steps. It would also be great if the task notes could automatically feed into the notes section to make everything a little smoother and more organized.
7 votes -
4 votes
-
Delete all tasks linked to archived contacts
When a recruit is archived, tasks that are linked to that contact should automatically be removed from the task list instead of remaining on the list with the "Linked to" column showing "[Deleted Contact]".
3 votes -
Add a column that shows when the task was created
We are looking to clean up our MC Task list and it would be very helpful to see when the task was created so we can identify the tasks that are new and still relevant and tasks that have been outstanding so long that it is no longer relevant.
2 votes -
Add Tags to Tasks
Can we have the ability to add tags to tasks and then filter the task list by tags? This would be helpful for managing events in the office.
1 voteCan you tell me more about how you would use this, perhaps provide an example? Also, does filtering not work?
-
Search in Assignee Field
Normally in command when you go to assign a task, you can start typing the assignees name and suggested names will start populating; however, in Command MC, when you go to assign a task, you can type a name, you have to scroll down to find the appropriate person. Not sure if that's a bug or something that needs to be changed:
https://www.loom.com/share/517afe12fe8f4d5ca0c25745fa20bafb?sid=f7678763-b65f-4615-a2ae-98563f21ce08
2 votes -
Combine Checklist Tasks and Other Tasks
Combine the view for Checklist Tasks and Other Tasks for ease and less clicks. Also allows for quicker/easier task adding. No need to have to different "classes" of tasks. All must be done.
7 votes -
Sort by Linked To
CommandMC tasks show have the ability for users to sort and to search based on the recruit that they pertain to and the assignee, not just by due date.
6 votes -
Allow Attachments in Tasks
We need to have Attachments in the tasks for Associate records. We need to be able to add Team Agreements and other task related documents.
3 votes -
Recruit Checklist Customization (Default Assignees, Smart Due Dates, R1/R2 Dependencies, etc.)
In Command MC, while you can create default checklists which auto apply to all recruits, rather than have to spend time individually assigning tasks within the current contact card, we should have the ADDITIONAL ability to set "some" default assignments and automatic due dates within the default checklist.
i.e. Send Onboarding Package in the 'Join in Process" stage could be an item that is auto assigned to the MCA and automatically have a due date within 24 hours of being moved into that stage.
In addition, Some items may be applicable to both R1 and R2 but some might only…
11 votes -
Follow-Up Tasks after Task Completion
Would like to be able to assign a follow up task for another member of our Leadership Team to contact an Agent. Example: When I am on a call with an Agent-- if I hear they need help with Tech, I want to assign the MCTT a task to follow up with Agent.
4 votes -
Allow Clickable Links in Task Description
Onboarding and offboarding could be faster if links to all the relevant websites and spreadsheets can be added to task items. For example: "Add agent to Office Facebook Group [bitly link to our FB Group]"
Currently it is not possible to highlight the text in tasks items, so even non-linked websites are not usable because there is no way to copy-paste them into the address bar.
5 votes
- Don't see your idea?