Ability to Filter Workplan to Past or Future
gathering votes
Jonathan Schultz
I would like to be able to change the date on my to-do list so I can see upcoming tasks. I would like to have time to send my customers Birthday cards and Anniversary cards, instead of them arriving to my customer's late bc I did not realize until the day of their Birthday, etc.
Shawn Goebel
Merged in a post:
Change Date in Enterprise Workplan
M
Mason Thompson
I would love to be able to change the date in Enterprise Workplan so I could monitor previous days reporting of workflow from each salesman in one, easy spot.
Shawn Goebel
Merged in a post:
Add Dates to Tasks and Calendar View for Workplan
C
Christopher Koser
I’d like to see precise dates for interactions, rather than vague terms like “Tomorrow”. The term “Tomorrow” lacks specificity and makes it harder to manage tasks effectively.
Additionally, the current Workplan is overwhelming to navigate as a list. I often resort to taking screenshots of client information and printing it out because it’s difficult to follow within the system. A calendar view that organizes tasks by day would be far more user-friendly and make it easier to focus on the tasks at hand. Breaking the Workplan into a simpler, more digestible format would greatly improve usability.
B
Barbara Wrench
Yes it would be fantastic to have a calendar view for upcoming task to plan for staffing as this will help with better organization.
Shelby Parker
Hiya Mason Thompson, thanks for this post! I have a few more questions for you:
- What specific date ranges are you interested in monitoring for the workflow reports?
- How frequently do you need to access past workflow reports?
- Are there any specific metrics or data points you want to see when reviewing past workflow reports?
Shawn Goebel
Merged in a post:
Full Calendar View
L
La'Quisha Turner
it would be great to have a full calendar view for upcoming task to better organizer and track upcoming task.
Shelby Parker
Hello Christopher Koser! I have a few more questions for you:
- Can you specify which types of interactions you would like to see dates for?
- Would you prefer a weekly or monthly calendar view for the work plan?
- Are there specific tasks or information you find most overwhelming in the current list format?
Janavia Harrell
I would like to have a full calendar. It is not allowing me to add my vote
Shelby Parker
Thank you for posting, La'Quisha Turner! I have a few more questions for you:
- What specific features would you like to see in the full calendar view?
- How frequently do you anticipate using the full calendar view for task management?
- Are there any specific integrations or data sources you would like the calendar to connect with?
L
La'Quisha Turner
Shelby Parker Full view of weekly / monthly task view 0rganizer. It's helpful to see all upcoming task and to organize properly
Shawn Goebel
Merged in a post:
Calendar in Workplan
B
Brian Fortier
A calendar that you can look not only at today but at past & future dates/days.
Shelby Parker
Hello Brian Fortier! I have a few more questions for you:
- What specific features would you like the calendar to have for viewing past and future dates?
- How frequently do you anticipate using the calendar for past and future dates?
- Are there any specific integrations or data sources you would like the calendar to connect with?
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