Project/Task Organizer Like Asana
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
Currently, there is only a way to assign a task inside a contact's profile. We're trying to bring BIG companies into GHL, but many of them are saying it's a deal-breaker if GHL doesn't offer standalone tasks so they can dole out responsibilities to their team members. HIGHLVL-I-4426
The ability to schedule a recurring task (monthly, weekly, annually, etc) HIGHLVL-I-813
Integrate Project Management Software & Add to Marketplace as Project Management Workflows
Many use apps like Trello, Slack, etc, We love BasicOps. Benefits: 1 - For all GHL - we can incorporate tasks into snapshots / workflows, onboarding, etc. Enhancing the Launchpad. Accept Task list for New website -Domain -DNS access - Branding Toolkit or equivalent discussion - etc. Migrating Website Social Media Mgmnt - Account handles - Account logins Also can be done by industry too Author - layout out a book launch task outline (can also be available in the marketplace as project flows.
Set a Task as a actual Task within GHl
Imagine this devs. Let us select a actual task in GHL when creating a task, the same way we can select a specific assigned user to a contact. When clicking on the task in the overview it takes us to the actual task. For example, Me or my workflow creating a task for sending a estimate, clicking the link in the task overview or a new button "Do The Task" sends me to my estimates templates. When sending a esimate to the contact (completing the task) the task gets automatically marked as "completed".
Turn Tasks into a Powerful CRM Feature
Redesign Tasks as the place where you schedule, store, save, display and look up various interactions with prospects/customers. It can be the history log. It can be the input place to schedule future actions to be take. When completed, those actions remain as history. If their date is in the future, they can feed into calendars and Opportuntiy cards. See a small portion of Tasks new functionality. This alone would give your CRM the fuel utility and power that it lacks. In the center column of each Contact, combine all Tasks chronologically with emails, SMSs, etc. Integrate Notes, and Appointments into Tasks. They are just "Types" of tasks. But leave them as column headers to serve a quick views of key types of Tasks.
Revamped Tasks! (More powerful & usable)
Here are the features/changes I am proposing: Designated tab on side bar for Tasks To easily access your tasks directly from the side bar Tasks View On Calendars Stay on top of deadlines by viewing your own tasks or other Users tasks directly on the calendar Custom Fields for tasks Categorize your different types of tasks with Task Custom Fields Custom columns for task list Add columns to your task list to display your custom fields Task list scrolls horizontally so you can add as many columns as we like. Task Templates Save time creating tasks by creating task templates for your most frequent tasks Task Pop-Up Modal 🤯😮 Click into any task to see all the relevant information for the task!! Filter by Custom Field Trigger workflows EXCLUSIVELY for the correct types of tasks using custom fields as a filter Available for the "Task Added" & "Task Completed" workflow Trigger I created mock ups of how these would be implemented, so please look those over.
Can we have multiple users assigned to tasks
can we have multiple users on 1 task. And if So can we have multiple users working on a task have a reply thread attached to it somehow so users can respond to what they are doing with the tasks or any updates, etc.? HIGHLVL-I-6081
Tasks with no contact
I think it would be nice to have the option to set a task that isn't connected to any particular contact. It might be a task reminder to work on marketing, or set up a bulk email, etc.