Standalone Tasks
complete
S
Sabrina Alderman
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
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Core Platform
complete
Go to Sub-account Labs and Enable " Create Standalone Tasks
"
J
Jay Mojo Cornelius
Core Platform: once enabled - where do we find this? Or is it basically the same Tasks on Contacts but just no longer requires a contact to be linked?
A
Alexis Counts
Do we have a timeline for the release?
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Steve Gubb
The ability to get prompted as one task finishes to be offered the option to create another task. So often in business you complete one task for it to create another task to be completed by you or someone in your team
V
Vince Martorana
Task Stages will be great feature
H
Henry Herazo
Great point, should allow for repeated tasks too. Some customers need to be touched based on once a week, month, quarter, etc.
J
JRBALLER@VERIZON.NET
this would be awesome! we need this as well for our client to fully commit to moving over from his current crm; close.com
it would also be amazing to NOT have the contact open in a new tab when you click on the task and just redirect the current tab to the contact
J
John Gardepe
Yes, please implement this. Would be great if there could be a team view to separate these and all tasks by a group of users, as well as calendar view rather than it being a list as it currently is.
A
Alexis Counts
Helpful enchancement: have a "due today" filter for standalone tasks.
J
JRBALLER@VERIZON.NET
Be able to have a "Quick Action" for Tasks.
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Turn Tasks into a Powerful CRM Feature: https://ideas.gohighlevel.com/tasks/p/turn-tasks-into-a-powerful-crm-feature
Can we have multiple users assigned to tasks: https://ideas.gohighlevel.com/tasks/p/can-we-have-multiple-users-assigned-to-tasks
Add multiple people on tasks: https://ideas.gohighlevel.com/tasks/p/add-multiple-people-on-tasks
Tasks - Added to Linked Calendar: https://ideas.gohighlevel.com/crm/p/tasks-added-to-linked-calendar
G
Greg McAfee
Make Task Title an editable drop down menu selection. Allows user to quickly choose a title from a preset drop down for routinely used titles such as Follow up or Application Out instead of having to type it each time.
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