Add a Calendar View to the Workplan
gathering votes
B
Brandon Faiella
Adjust the task view to show a calendar view to click on that day to view the tasks due for that day. This would help see past due tasks, current tasks, and what future tasks look like. It would just overall be better organized from a calendar view than just a long drawn out list of tasks to be done.
E
Ellen Ladermann
Yes, I think this would be extremely helpful! I had an instance where I scheduled a future follow up but couldn't remember the client's name. I knew the exact date that I had scheduled the follow up, but wasn't able to look ahead in the calendar to find them.
It would also be helpful to be able to complete tasks ahead of time if you know that you have a day off or if you are going on vacation so you do not have a bunch to go through when you are back in the office.
M
Mary Barras
Absolutely! Had it on ELead and it is extremely useful. Was told to go vote on it!
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Barbara Wrench
we would love to see a calendar view like this.
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Robert Tamplain
A monthly calendar to look that day, that week that month. The ability to look ahead at sched task for any month would help in sched personal follow up task.
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Oscar Garduno
need a scroll up & down to get top & bottom faster!!!!
K
Koren Moore
Casey Goodnight
K
Koren Moore
Please!
Shawn Goebel
Merged in a post:
Monthly Calendar for Leads
C
Christian Berger
Can you create a monthly calendar with all of our task so we can plan then out for each week and see appointments for each day of the month?
Shelby Parker
Thank you for posting, Christian Berger! I have a few more questions for you:
- What specific tasks would you like to see on the calendar?
- Would you like the ability to customize what information is displayed on the calendar?
- Do you want to have any specific features for the appointments, like reminders or notifications?
C
Christian Berger
Shelby Parker It would just display a link like "20 Phone calls" "12 Emails" that are scheduled for that day you click that and it shows you the 20 customers you have phone calls scheduled for that day.
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Christian Berger
Shelby Parker and it will show appointments too of course
Michele McCoy
Merged in a post:
Time & Task Management
J
Jennifer Bell
It would be incredibly helpful to see how many tasks we have the next day. Even if it was just a counter and the amount of each task. I use reminders a lot. When we get busy, I don't know if I should try and rush to complete everything or if I will have more available time the following day. Maybe a calendar view?
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