Ability to view all tasks due for entire team in one List
gathering votes
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Melissa Prochnow
Looking for a way to view all tasks due for an entire team without having to click into each team member to go through those tasks individually by rep. As a BDM, being able to see all tasks due for the entire team would be very helpful.
Shawn Goebel
gathering votes
Shawn Goebel
Melissa Prochnow Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
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Melissa Prochnow
Shawn Goebel Thank you!!
Shelby Parker
Great to hear your perspective, Melissa Prochnow! I have a few more questions for you:
- Can you provide more details on the type of tasks you would like to view for the entire team?
- Would you like to have any specific filters or sorting options for viewing these tasks?
- How frequently do you anticipate needing to view all tasks due for the entire team?
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Melissa Prochnow
Shelby Parker Yes.
- Ability to view ALL tasks due within the daily workplan for the store under my team.
- A search filter for the workplan in general would be amazing. For example staying within the daily workplan and being able to search a stock number, or a model name, or "lease end"/ "day 30" etc.
- This is a feature that I would use daily. I work on tasks for my reps when they are out of office. Being able to pull all task due within a teams workplan would make it easier then clicking back n forth between reps within a team. Another thing that would be helpful is not having to reassign the task to myself first if I want to reach out as myself instead of impersonating. Having to reschedule is a pain, not only do I have to put it into assign to me, I also have to adjust the time as well.
I hope this helps clarify! :-)