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.

Danielle Kralj

Yes, please!!!!! Anyone interested in a future vehicle is saved on a certain date, I don't want to have to wait for that date to arrive to access the list.

Ariana Toshek

AGREED 100% THIS NEEDS TO CHANGE

Shawn Goebel

Merged in a post:

Future tasks are unavailable to view

Thomas Carpenter

I would like to be able to see what tasks I have scheduled for the future. Currently, I am only able to view tasks which are scheduled for today. If I have scheduled tasks for the future, and for whatever reason I cannot remember the customer's name, there is no way to verify unless you already know what you're looking for.

I would like a feature added which shows not only today's tasks, but also gives you the ability to see tasks scheduled for tomorrow, and into the future.

Shawn Goebel

Merged in a post:

Workplan tasks visible into the future

Mike Hanaway

I would like to be able to see the Workplan and tasks into the future. For example I would like to be able to see tomorrows work plan tasks today. Just like we are able to see future appointments.

Shawn Goebel

Merged in a post:

Workplan visibility a day in advance. See tomorrows todos today

Mike Hanaway

Every day I have a workplan to follow for that day. I would like to be able to see the next days workplan. A look forward into tomorrow to be able to plan today and see what I can do ahead of time.

Shelby Parker

Thanks for posting this, Mike Hanaway — really appreciate the context. Totally hear you on wanting a look ahead so you can plan today and knock out what you can in advance. I’m sharing this with the team for review and we’ll follow up if we need any additional details on your workflow.

Roger Cuevas

Yes please, this will allow us to set and access a set of tasks in the future that does not interfere with the manager's count of tasks that their salespeople failed to complete on time. Essential for metrics and store productivity! Like if I have my to dos set for end of month, I can work on it since the beginning without any stress.

Mike Hanaway

Thank you very much

Shelby Parker

Thanks for posting this, Mike Hanaway — really appreciate the feedback. Totally hear you on wanting to view tomorrow’s Workplan tasks ahead of time, similar to how future appointments work. I’m sharing this with the team for review, and we’ll follow up if we need any additional details from your side.

Samantha Homa

I agree with this 100%, because there are days that our sales people are off and they come in the day after and there are overdue task that need to be done. Also, what if we go on vacation for a week? Our manager's are responsible for talking with our customer's while working up deals at the same time? That is totally insane if you ask me. :( Then you have customer's that are JUST LOOKING or want every month APR Special sent to them and sometimes they don't want you to contact them every single day, we need to be able to push out the task.

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