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.

Pretty Good Passenger

Need this

Pretty Good Passenger

Even a bad CRM has this feature

Antonio Malo

need this

Stephany Odum

I agree. This is most helpful for managers as well to be able to track tasks performed daily by each user!

Sean McConkey

Super helpful if going on holiday and want to crush some of your tasks before you leave!

Kathy Lira

Yes please

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.

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