Ideas & Suggestions

Have a ton of tasks that go unchecked because not all tasks apply to every job. Would be nice if once the job status is changed to COMPLETE.... All unchecked tasks delete or disappear from Task Page

It would be great if we could assign certain orders with a pop-up notification that appears if the order is accessed by internal team members. This could be used for helpful reminders and training of employees.

We try to add a little signature after every task, but not all team members do this, and we don't know who assigned us the task. Is there a way you guys can add the user who created the task? Thank you!

Management to have ability to sort task list per employee in addition to date. Having all employees grouped together is time consuming to sort through when going over a task list with a specific employee.

I would like the ability to assign a task to a group instead of a specific person. As an example the task Create Art would be assigned to the Art Department Group. This task would show on everyone's task list that was in the Art Department Group until someone checked it off. After being checked off, this task would disappear from each member of the Art Department Group. This would help keep Vacation days, sick days, job overlaps from delaying the task from being completed. A Group task could be later assigned a specific person if the task required that person's specific skill. A group task reassigned to specific person would then only show on their task list.

I think it would be awesome to be able to reply to tasks.

The ability to see and check off tasks from the calendar view. If jobs have tasks still to be completed, you won't know that unless you click on the quote/ invoice on the calendar. If those appeared at the bottom of the job status window on the calendar, you would be able to scan and see what task are still undone. I think it would be very helpful in the mornings when planning how to start the day. This would help reduce times you need to open the job up completely.

Create a task that appears on a future date that can be specified. This will keep tasks that don't need to be acted on until a specific date from cluttering up the task list.

We are using tasks for received partial and received in full. To further analyze pending receipts, it would be nice to export tasks to a csv.

Under tasks, can the user names PLEASE be alphabetized by first or last name? We have a long list of employees that are randomly listed so it takes much longer than needed to assign a task when trying to find their name from the drop down list.