Create a task card for deals

[jfreeley]

Support rep submitting on behalf of a customer:

We would like to see a card on a deal record where the user can easily view and manager tasks from the deal preview or view the task status from the deal dashboard.

[Reebs]

In addition to adding tasks in the Deal right sidebar view, we would like to add notes there as well.

[pelikanP]

Agree, It would be super helpful to visualize Tasks in the main page of the company card (either right or middle bar). I’m using tasks to set reminders to chase all the companies and follow-up on the deals, so it would be great to have the reminders (tasks) pop up in the main page as soon as we open a company card

[RHudman]

I agree with this one.
While it is great to have Upcoming Tasks, this will exclude Overdue tasks, which is a big issue to me.

Also, there is a contradiction in in terminology, as when you go to Activities>Tasks…there it shows overdue tasks (in the past) with the same terminology of “Upcoming”.