Workplan Tasks by Action
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Thaiz Montilla
A way to filter Workplan Tasks by Action. Being able to complete all of your calls, all of your emails, and all of your texts in one go.
Shelby Parker
Thanks for sharing this, Thaiz Montilla — really helpful context. Totally hear you on wanting to batch your Workplan Tasks by action (calls vs emails vs texts) to move through them in one go. I’m looping this into our review with the team, and we’ll follow up if we need any additional details on your workflow.
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Thaiz Montilla
Shelby Parker Thank you for taking the time to look into this!