Project/Task Organizer Like Asana | Voters

Project/Task Organizer Like Asana

under review

Joel Cowen

To make this an all-in-one platform it would be great to have a "Projects" tab that allows us to create task, assign those to specific users, and restrict access to those users. For example, we could create an onboarding section and auto-assign those based on user type (Client, Account Manager, Sales, etc.). We could also have tasks that get assigned to the client. The client could login and see what needs to be done, what's being worked on, etc. This could also be added to the daily/weekly reports that go to the client so they are kept in the loop on things.

HIGHLVL-I-15

January 20, 2019

Pallavi Kothari

Pinned

Hi everyone,
Thank you all for upvoting and contributing to this highly requested idea! We're actively exploring improvements to HL Tasks to better support your Project Management needs.
To help us prioritize effectively, please reply to this comment with:
Top 2-3 must-have features you absolutely need to manage your projects effectively using HL Tasks.
Any current workarounds or alternative tools you're using because these essential features are missing from HL.
Your detailed feedback will greatly assist in shaping these enhancements.
Thanks again for your valuable input!

Cindy Sullivan

I need to be able to assign tasks to a user independent of any specific customer. I want to be able to truly use HighLevel for business ops as much as possible -- and some of the tasks/workflows are independent of a customer.

Yes, I could create a placeholder customer for tasks, etc. But ideally, I'd have affiliates and influencers who I can add as a highlevel user -- and just have their tasks and actions tracked. These are people driving engagement vs specific leads, etc. But I need to be able to see their actions taken and then have the action items repeat daily/weekly, etc.

Tyler Breinholt (Agency Owner)

Ability to assign more than one user to a task, please

Ashley Letchford

Would be great to have this at an agency level (agency sub account) which can feed into client subaccounts.

Jason Godwin

Project based task associated with CO, Contacts, Companies, or Opportunities
Wait steps based on task ids created within a workflow. The ability to reference a task in workflows as a trigger or a if/else direction.
Create team/sure level access to projects
Allow dependent and conditional task and subtask

or just build a native ClickUp integration and upsell it as a premium feature.

Paul Read

Here's my wishlist - I'm currently using Trello so would be looking to replace that.

Customisable Kanban-style board showing various statuses of tasks.
Ability to tag people on a task, with alerts sent to those tagged.
Ability to add text, images etc to tasks.
Workflows to support when the status of a task changes.

Chris Bigelow

Here are a list of the must-have features I would suggest:

Location admins should be able to submit tasks for the AGENCY
Time Tracking for tasks (with easy invoicing through GHL payments)
Project templates with checklists (main tasks and sub tasks) that can be assigned to a location after a purchase is made or new location is created as an Agency selling SaaS. So projects can be created as a template and assigned as needed with many main tasks and sub tasks already present and assigned to a specific user.

Rick Timmermans

Hi there, thank you for looking into improving HL Tasks!
Here are my top must-have features to manage projects effectively:
Attachments – Being able to upload and view files directly within a task is essential for collaboration.
Checklists – Helps break down tasks into actionable subtasks and improves clarity.
Kanban View – A visual board for task management is incredibly helpful for tracking progress and workflows.
Optional Due Dates – Sometimes tasks don’t need a strict deadline, and it would be great to have the flexibility to leave due dates empty.
Current workarounds:
We’re currently using external tools like Trello or ClickUp for Kanban and checklists, and Google Drive for attachments. It would be amazing to have everything integrated within HL Tasks to streamline our process.
Thanks again for actively listening to the community really looking forward to these improvements!

David Azuaje

@Pallovi Kothari
I like that you're doing this. While at it. It will be extremely helpful that we can update, remove, complete or reassign tasks and other such actions within the Workflows. Right now, we can only add a task, but if for example a contact moves in the pipeline, I cannot remove the old outdated task (if it wasn't completed), this will also be extremely helpful in other scenarios. 
Isn't this also related to improving the Task Management System within GHL? You don't need to become perfect, I feel we're already getting close to a simple yet effective process, so long as we can have the actions in the workflow we mentioned above, we will already have so much more leverage

Kamil Kilic ADM

sort of Trello board KAN BAN board for tasks

Bob Zhang

I would love to see not only project management, but also OKRs in the business.

Keith Besherse

Bob Zhang, what is OKR in this context?

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