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.
Shawn Goebel
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.