Our sales team frequently utilizes task queues, which greatly support our sales process, particularly in making outbound calls. The new call window opens promptly as a representative progresses through the queue, making calling directly from the browser both quick and convenient. After completing a call, the representative can easily create a follow-up task before proceeding to the next one.
When creating a follow-up task, users have the ability to edit the new task.
However, the option to choose the task type is absent. As a result, all tasks default to ‘to-do,’ compelling users to open the newly created task and change the task type (for instance, to ‘call’).
This issue becomes especially inconvenient as the new task isn’t always immediately visible, necessitating a page refresh. This creates significant friction in managing task queues.
We hope that this issue will be addressed soon. Although the change required is minor, it would significantly enhance our workflow.