SORT, SEARCH, or PRIORITIZE Tasks

Smart CRM & Sales Hub CRM
1

Help me SORT, SEARCH, or PRIORITIZE Tasks.

It’d be valuable to be able to search my tasks by

* Task [text] titles

* Priority Levels - sometimes 10 tasks/day out of 50 are CRITICAL and if time

is tight, I want to find them fast.

* Time + Date

* Company name

* Contact Name

I will often have about 200 tasks/day, and I need to be able to prioritize them with STARS or with searchable, or find them more simply (by contact, company, date/time, any text in my description, etc). Sometimes 10 of them are CRITICAL and TIME is of the essence, and I don’t want to lose them in the shuffle.

Anyone else see the value of being able to easily pull this kind of info?

2

Hope this thread about searching tasks (with examples) helps. If so, please mark as solved.

3

Simply,

we need the possibility to assign a priority level (i.e. 1 to 10) inside a queue.

I’m reading a lot of requests like that on the community.

Thank you,

Philippe

4

Yes, thank you.

5

Even if the tasks just showed what stage of my pipeline the deal they are associated to were in I could prioritize based on where they are in the pipeline.

6

We should be able to drag and drop the tasks up and down to prioritize in the same way we can move them right to left to change stage