Manage tasks
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Jeff Rhodes
Please create a way for us to move all the salespersons tasks on their vacation or day off. It is very time consuming for management to have to move their tasks individually on a daily basis.
Shelby Parker
Hey Jeff Rhodes, thanks for your feedback! I have a few more questions for you:
- How often do salespersons typically take vacations or days off, and how many tasks usually need to be reassigned during these times?
- Are there specific criteria or rules that should be followed when reassigning tasks to other team members?
- Would you prefer an automated system to handle task reassignment, or would you like management to have the ability to review and approve reassignments?
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Jeff Rhodes
Shelby Parker we have 7 sales people off today. We'll have 6 off tomorrow. 6 off Thursday. So every week thats total of 19. Also I have two on vacation right now. So realistically I am moving 250+ tasks a day on average tues-thurs. I would prefer to be able to click on a salespersons profile and click move all tasks and then select the date myself.