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.
Drew Adler
Merged in a post:
Task Accessibility
A
Aja Ritter
Needing to access future tasks scheduled. Or even just the ability to use a date bar to access any specific information..
A
Ashley Sadler
need this to even view tomorrow or next 7 days tasks
B
Brendan O'Reilly
Even just a one month date range would be helpful!
P
Paul Powell
I need to see 90 days in the past for follow up
J
Jacob Coleman
Merged in a post:
in drivecentric we can only see our daily tasks, I need to be able to see my future tasks as well like a calendar view of my tasks like how eleads has that option. Being able to see future tasks helps us plan for certain customers or get back in touch with customers
D
Derrick Matola
Shelby Parker
Hey Derrick Matola, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you would like to interact with the future tasks? For example, would you like to edit, delete, or just view them?
- How far into the future would you like to see your tasks? For example, a week, a month, or a year?
- Would you like to see all future tasks at once, or would you prefer to filter them by certain criteria such as task type, customer, or date?
A
Ashley Sadler
Shelby Parker even just VIEWING would be great!
Shawn Goebel
Merged in a post:
Need to be able to see future tasks on workplan screen
P
Paul Poston
M
Michael Sylvan
THIS IS A MAJOR FAILING OF THIS SYSTEM
Shelby Parker
Great to hear your perspective, Paul Poston! I have a few more questions for you:
- Can you please elaborate on what specific future tasks you would like to see on the workplan screen?
- How far into the future would you like to see tasks for?
- How do you envision these future tasks being displayed or organized on the workplan screen?
J
Jessica Williams
100% agree that would be a huge benefit
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