Create a saved list of tasks "templates" that I can automatically associate to multiple contacts
I think it would be really useful to add a "Task Template/List" feature to the Tasks function of HS.
What I am talking about is:
You create a list say "New Client Tasks"
For users that use the CRM but have other systems like DotLoop or xyz where there are tasks that are done off-site this would be a great way to keep track of tasks and productivity
In that list you create say 10 -20 Tasks
You will be able to create a hierarchy of tasks that need to be done sequentially (either by date or in list view in the order the tasks should be completed if date isnt the best way to sort them)
You will be able to Name the task with the action without continually having to rewrite the task name
Auto-populate the task list to your open tasks when associated with a contact
if the date was the way the hierarchy was set up then it will populate with the existing views of "today, tomorrow, this week, this month..."
