Specify task title during e-mail or note logging for better organization

Status: Idea Submitted

When creating tasks during processes like creating an e-mail, logging notes, etc, not being able to specify titles or categorize makes for messy organization and an inability to understand what tasks are for later on.

I find I’m always modifying the task after the fact. This is primarily due to the ‘title’ or ‘subject’ of the task that tells me what it is the task is for. The secondary reason is due to the categorization.

This is a major waste of time and sometimes when busy, I’ll skip that part and it’ll cause me great pain later as I can’t tell what any of the tasks are actually for since the default values aren’t very helpful.

It would be great if the process of creating a task via these methods would allow modification of these values.

It might be good if there was an expandable area at the bottom you can use when you select the checkbox to allow filling out those additional fields like the title.

Thanks for your consideration.

Yes to this! Would be nice to cateogrize if it’s an email, call, etc instead of just general task.

I agree - being able to provide better information in the task would be more efficient. You can sort of do this when you create a task from logging notes for a call.