Ability to Filter Workplan to Past or Future | Voters

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:

Calendar in Workplan

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?

Mandi Devine

Yes Calendar view would be AWESOME!!!!!!!

Shawn Goebel

Merged in a post:

More control over tasks

Ian Thompson

I have so many issues with my tasks being deleted by coworkers, and I am always looking for customers that I have tasks for in the future about specific cars that are in stock that sometimes I wont see until after that specific car they were looking for sold. I wish there was a way to view upcoming tasks and past tasks that have either been completed or deleted, and maybe make them filterable, so I can work in advance and in the past, if you get what I mean. I am happy to discuss further if you have any questions, email me ithompson@riverheadtoyota.com

Shelby Parker

Hiya Ian Thompson, thanks for this post! I have a few more questions for you:

Can you provide more details on how often tasks are being deleted by coworkers and if there are any specific circumstances under which this happens?
Could you elaborate on the types of filters you would find useful for viewing your tasks?
Would you find it helpful to have a feature that allows you to lock or protect certain tasks from being deleted by others?

Rebecca Karr

Agree! We used to have this for our buckets (engaged, visit, sold, delivered) and I want it back! was so much easier to see what we sold over the weekend or who showed the previous day without needing to mess around with the filters!

CHRISTOPHER POPE

I too want to be able to see future things ahead of time instead of just day of. Need the ability to personalize the experience

Chris Collins

There are no words to stress how important this is to be able to go through and see and edit upcoming and past tasks in a calendar. I want to upvote this 100000000 times

Rebecca Karr

when filtering through your buckets and you want to see what leads/engagements/showroom visits/solds that came in on a certain date, we used to have the tab for the date to scroll through the days (like the one for appointments) IT MADE IT SO MUCH EASIER! i wish they brought this back instead of going through each of the filters and resetting it for each date

Shawn Goebel

Merged in a post:

Workplan Future Dates

Tom Kennedy

Ability to see upcoming days workplans, similar to how we see appointments

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