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!

Matthew White

I agree and would love to see a "projects" tab as well where a predefined set of tasks or a checklist that I have created can be assigned to the project. It is also important to be able to assign contacts to each project with their role (EG owner, site supervisor, permit processor, etc). As a builder I need to know what tasks or activities have been completed and these tasks are not always done in the same order so i cant just build a workflow. I also need to know which clients or owners are connected to each project. Finally there should be a way to archive the project when it is no longer active so one can easily focus on active projects easily

Asaf Zangi

Pallavi Kothari Do we have a timeline on this? really need it in my business’s functionality and don’t want to spend the time to create it on Clickup or Asana if you are about to push it out would be helpful to get a timeline.

Scott Brennan

This would be amazing:

Create, assign, and prioritize tasks.
Add due dates, descriptions, attachments, and comments (tag team members)
Subtasks and recurring task.
Create project templates for repeatable work
Multiple project views: List, Board (Kanban), and Calendar.
Task dependencies and approvals.
Automation/workflow (e.g ,when 1 task is complete assign a due date for the next task)
Dashboards and workload view.
Progress tracking and milestone reporting.

Alex Nedelea

We need to track time spent by task, by opportunity and by contact. 
Contact will have the total for all opportunities and tasks could be attached to different opportunities. 
And for god sake, we need Critical, High Priority, Medium Priority and Low Priority for tasks. 
How is a task just a task, not even Trello is that basic. 
Also please give us a dashboard kanban view for tasks with different sorting.

2web Admin

A Ticketing Helpdesk, with each ticket has its own ticket number. Tickets CAN be associated with a contact/a company, assigned to users, as well as adding "following" users.
Being able to add Time to each project and/or task
Being able to associate a project or a task with an invoice/subscription
Project Template, Task Template for quick project creation
Of course, automations!

Preston Buckley

At a minimum, it would be great to have "Task Pipelines" that operate similarly to opportunity pipelines but do not require a contact to be tied to them. Essentially, creating a Trello/Asana board alternative that has its own workflows and populates separate dashboard tables for reporting.

Alejandro Resto

I think it would be huge, if we could drag tasks into our calendar. Doing so, we can easily time block and plan your day around the tasks that need to be completed.

Amy Payne

Make the time of a task optional. Only date & task title are required. No descriptions required either.
Add categories that can be color-coded. This makes a huge difference when completing work. It’s overwhelming to look at a huge list of incomplete tasks. Having categories & the ability to sort by category/timeframe would help. (See Insightly for a perfect example!)
Checklists - the ability to add a templated series of tasks.
Task dependencies (someone else already explained this well)

Gabor Horvath

Hi,

Do you have any update regarding this feature? We use ClickUp at the moment, but not connected with our GHL account and would be great to use something, which is built into GHL... Thank you

Murat Yilmaz

Definitely need this Task function

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