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Assign tasks in terms of priority (High, medium, low) and improve task view.
Being able to assign tasks in terms of priority (High, medium, low) and being able to see a column with not only the contacts name column but the phone number and company name. The ability to bulk reschedule tasks instead of individually doing it one by one.
18
Stop Ignoring Task Improvement Requests
It would be great if GHL could stop ignoring our Task improvement requests. Some of us use this feature as our project management and have many requests for improvements. Thanks! PLEASE VOTE TO GET THEIR ATTENTION ^^^^
1
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
344
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under review
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
23
Allow Image/File Attachments Directly in Tasks
When managing tasks in the CRM, it would be extremely helpful to be able to attach images or files (such as screenshots) directly to a task — similar to how attachments work in email or messaging tools. Currently, the only option is to paste a link, which requires extra steps: uploading the file somewhere, generating a link, and then pasting it. This breaks the workflow, especially when you just want to quickly drop a screenshot for context. Requested Feature: Drag & drop or click-to-upload images/files directly inside a task Support for common file types: JPG, PNG, PDF, etc. Preview thumbnails within the task view Use Case: As a business owner managing multiple tasks and team members, I often need to attach screenshots of issues, designs, or references directly to a task so my team has all the context in one place — without leaving the platform or creating external links. This would save significant time and keep everything organized within the CRM.
0
Ability to add tasks without a due date
Sometimes, you just want to have reminders or tasks on a contact without necessarily having a specific due date attached to it. For example, I may have to remind myself to check a contract before I speak to the contact next time, so I want to just add the task there, but not attach a due date to it. This enables me to go into the contact and check my "todos" that I can do any time I will work on it next, not necessarily at a specific time that I have to specify in advance. The workaround I'm using today is that I'm making the due date like 10 years from now, so at least it doesn't look like it's overdue. And I have made a mental note to myself and within our team that tasks that are due many years from now are simply things we have to do whenever we work on a contact next or things to check when we see it, not necessarily at a specific date.
5
Can't edit tasks in the mobile app version
it allows me to make the change to the task but the save button is greyed out
0
better segmenting of task due dates, Overdue, Due today, Due tomorrow, Due this week, Due next week, Due next month, Upcoming
As it's Sunday my tasks show today and nothing this week and then everything else is lumped into upcoming, when most tasks are actually due this week. Not too helpful to have a quick look at what's on and not be overwhelmed when it's all in one ever growing bucket.
0
Colour code status
we should be able to see from a task list not only the date due but if t's urgent, high, normal. You have these choices in the list to use but we can't see them when looking at our task list.
0
Ability to add files to tasks
Add files to tasks would be helpful and to have the card in the kanban view contain all info we need for the task.
0
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