Task Dashboard
E
Erin Thompson
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.
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F
Felipe da Power
Where are the Tasks Metrics on the new Dashboard? Like number of overdue tasks, tasks per user, future tasks for due date (next 7 days for example), avg. time to complete taks, etc.
P
Pallavi Kothari
C
Cat Molloy
Having something similar to ClickUp or Monday.com for tasks and project management would be great.
Obviously not the full blown capabilities of the other platforms but, enough to where we don’t need to use multiple platforms.
A
Ashley
And these tasks on the calendar shouldn't affect appointment availability. IE a lot of people use their calendar to remind them of things, so we dont want it blocking out potential appointment slots