Elevated Workplan View
M
Maria McPherson
Would love a dashboard view of a workplan that shows current and past tasks that were assigned, done, and not done yet. One master view of a users productivitiy.
Shelby Parker
Thanks for sharing this, Maria McPherson — totally hear you on wanting a single “master” workplan view to quickly gauge productivity across past/current tasks. A couple quick questions so we scope it the right way: should this be for an individual to view their own workplan, for a manager to view a specific person, or more of a team-wide dashboard? What time window should it default to (today/this week/this month), and would you want to adjust the date range? And for “assigned / done / not done yet,” should it include only tasks assigned
to
that user, or also tasks they’ve assigned out to others?M
Maria McPherson
Shelby Parker for a manager to view a specific person and an individual to see their own. should default to "this week" or "last 3 days" and be able to adjust the date range. To include only deals assigned to that user, NOT the ones theyve assigned out to others