On the deals dashboard, currently you can click the deal and it has a side pop-out (quick view). It would be great if you could edit/manage “Tasks” within that quick view, versus having to go to the deal entry page.
Status: Idea Submitted
To add to this Idea
On the desktop client, ‘Deals’ and ‘Tasks’ are the tabs I use the most, it would be good to navigate to this with one click
I like how the Android App lets you add a Task very quickly from the ‘+’ button.
---
To me ideally there would be a button on the Desktop main menu ‘Tasks’ between ‘Sales’ and ‘Service’ - I think people would use Tasks a lot, the way our company does
I think ideally also there would be a ‘+’ button after the ‘search’ icon on the far right of the main menu on Desktop that has the same ‘+’ function as the app - quickly create a Contact/Deal/Task etc.
Lastly, it would be nice if ‘Tasks’ had a Kanban/Board view the way Deals does - even if it was just split by the Priority ‘Low/Medium/High/unspecified’ the way it already has them labelled
Thanks!