Tasks

My B2B customers, medium - large contractors to be specific, has been requesting a Project Management feature for a long time. ➕ Add a Project tab in the main meny that could be toggled on/off like other features. ✅ Create a new project. ✅ Assign staff, contacts, companies and opportunities to the project. ✅ Add basic data to the project like address, value, source, etc. ✅ Let us add custom fields, notes, documents, tasks, etc. ✅ Let us assign proposals, estimates, appointments, invoices, etc. to the project. ✅ Let us mark communication like emails and SMS to the project. ➕ Let us switch between two overviews. ✅ Listed view, like the contacts-view with search, bulk actions, etc. ✅ Pipeline view, like opportunities-view with custom steps. Please comment below if you have additional ideas.

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

The ability to have a task due greater than 5 days out. We try to plan 6 weeks out and have dates associated with due dates not just days out.

It would be great if there was a task dashboard, similar to a pipeline and how you create contacts, but for tasks. It would be even better if you could drag and drop those tasks onto a calendar. For example, being able to create "pipeline" categories of High, medium, low and backlog. Wherein one could place tasks and then drag and drop them into their calendar for scheduling those tasks. Ideally, the tasks would be entered by task name, with the client information and notes attached.

This seems like a simple thing to add -- I would like to see "Overdue Tasks" to the filer option in TASKS so that they can easily be found and rescheduled.

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

Allow the ability to set up sub tasks within an overall task. This would be helpful for when managing the team, and would eliminate the need for other project management software such as monday.com HIGHLVL-I-3274

I'd like to include the feature that when a task is checked as 'complete', that you can move the opportunity from one pipeline stage to another. HIGHLVL-I-1130

Can you add a Filter to see tasks from custom due dates?

The ability to sync user's tasks to google calendar/tasks would be great. This could be accomplished either with a native integration from GHL, or by updating the API to also have a GET request not only when a task is created, but also when a task is updated/saved after it was created.