Next Task Filter
gathering votes
K
Kris Jiminez
Can you please add a Filter for next task date... allow us the ability to sort by date of Next Task added to the mining tool. This way I can assign new tasks only to the deals that do not have one currently open or assigned for today.
S
Sean McConkey
Shawn Goebel A must man. This would be so helpful to be able to mine task for certain dates espescially if a salesperson is taking time off and wants to work ahead. Please! :)
Shawn Goebel
updated the status to
gathering votes
Shawn Goebel
Kris Jiminez 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!
Shelby Parker
Great to hear your perspective, Kris Jiminez! I have a few more questions for you:
- Can you provide more details on how you envision the prioritization of tasks within the new filter?
- Would you like the filter to include tasks assigned for future dates or only for today?
- How would you like the system to handle tasks that are overdue?
K
Kris Jiminez
Shelby Parker 1. I would like the ability to only create tasks for deals that have either no task set to appear for the future or ones that have tasks set to appear past a certain time frame. Since my team works mostly off tasks this would help me be sure no deals all falling through the cracks in our follow up process.
- The filter can be exactly the same as the latest attempt filter
- I think the way the system currently has tasks that are overdue appearing in red under the "task due date" column is perfectly fine.