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Product Suggestions
Status Planned
Categories CRM App
Created by Guest
Created on May 6, 2021

Ability to Update Tasks from the Task List

Similar to other reports such as Opportunity where you can click on the edit/pencil icon and open a panel to amend the opportunity without moving away from the report. The abiluty to do this on a task list in order to quickly update notes/set a new task date etc.

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  • Admin
    Andrew Ardron
    Reply
    |
    May 24, 2024

    For more detail on what's changing check out this article.

    But, we've now completed the first part of this development (we've rewritten tasks and are now working on Calendars & Events) so why not Register your interest to get involved as an Early Adopter and give us your feedback on these major product enhancements.

  • Admin
    Andrew Ardron
    Reply
    |
    Mar 6, 2024

    If you're interested to know a little more about what we've got planned, then check out this article: https://docs.prospect365.com/en/articles/9027673-activities-tasks-events-are-changing

1 MERGED

Updating a task directly from the notification list

Merged
if you could directly update the task or activity directly without moving away from the notification list, it would save a lot of time with large lists
Guest almost 3 years ago in Automation 0 Planned
0 MERGED

Add clear task button to task list

Merged
A customer would find it useful to have a shortcut button to clear task straight from your task list rather than having to open each task and then clear the task from the record.
Guest almost 3 years ago in CRM App 0 Planned