Future tasks are unavailable to view
T
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.
S
Samantha Homa
I agree with this 100%, because there are days that our sales people are off and they come in the day after and there are overdue task that need to be done. Also, what if we go on vacation for a week? Our manager's are responsible for talking with our customer's while working up deals at the same time? That is totally insane if you ask me. :( Then you have customer's that are JUST LOOKING or want every month APR Special sent to them and sometimes they don't want you to contact them every single day, we need to be able to push out the task.
C
Cameron Cook
I schedule a workflow that is 53 days and need to know who has tasks scheduled in the future. please give us a calendar of our tasks.
B
Barrett McAlister
When you assign tasks to a Saved Segment in mining, the user can't see the task until the date and time you selected. That's not functional if the segment is too large for all the tasks to be completed in one day because they will all show as overdue the next day and clog up the user's workplan.
It is also an issue that if you assign tasks to multiple users, it assigns ALL the tasks to ALL the users. They should be able to distributed round robin among the salespeople the same way customers are redistributed after a salesperson quits.
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Terry Jones
That would work for our team
J
Jason Russell
YES!!! WE NEED THAT!! PLEASE HELP ON THAT SO WE CAN WORK MORE FLUENTLY
J
Juan Alvarado
We need that feature and several more to be honest.
A
Anna Guardado
At the moment, the system only displays tasks that are scheduled for today. This means that if I schedule tasks for a future date and later forget the customer’s name or details, there is no way to locate or verify those upcoming tasks unless I already know exactly what I’m looking for. Requested Feature: I would like the ability to view all upcoming scheduled tasks, not just those for the current day. Ideally, the system should include an option to: View tasks scheduled for tomorrow and future dates. Possibly include a calendar or date range filter to allow users to see tasks for specific days or weeks ahead.
A
Anna Guardado
My team would also like to view those tasks