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
marked this post as
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! :-)