Filter for Tasks showing Queues each Task belongs to
It would be valuable to have a filter (or "view") on the task page that allows me to focus just on the tasks that I have not assigned to a specific task queue.
There is a way to look at each task queue individually, but not the tasks that aren't in a queue.
For example, what if make a taks that doesn't apply to one of the Task Queues I have made? As of now, it seems like I need to make a task queue called "General", but it would be nice to not need to make another queue like that.
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We are hard at work on supporting more useful quick filters & adding more options for filtering. One of the new quick filters we are adding to the task app, is being able to filter by queue. We also have some other cool filter & sort capabilty coming up as a fast follow.
If you are interested in getting early access (beta) to these new capabilties, please DM me your name, portal id and email address.
Thanks for this suggestion. Our team has reviewed this idea and it is now part of our roadmap.
We'll be working on a solution for this in the coming months so stay tuned. I'll plan to update this post once we have a solution planned and work has started.
This feature would be very important for customers working out of their task queues for success, to ensure that they do not miss out on any tasks that have been created. It would be helpful if we could either have a column in the Open tasks lists that show which queue each task is associated with, or allow us to filter the tasks similar to how we filter our contacts. This will allow us to see any tasks that have not yet been assigned to a queue so that we can work on them immediately.
Task Queues are a great addition. It would be easier to assign tasks to queues if there were a column to show what queue a task was already in and or a filter to filter out tasks already assigned to a queue.
But I would like to see the task que work better inside the call function.
For example, when I make a call to a prospect and they ask me to call them back later that day. There is not a function that allows me to set the que for the same day. Although it has a custom button on the dropdown, I'm unable to set the task que for the same day. Additionally, when I'm inside a call and I want to set the time for the que whether its call, to do or email, there isn't an option that allows for me to set what I want to do inside the cue. So essentially I'm double working.
Quees are nice but making them available as a pre-defined set of tasks that can be executed based on events (e.g. - customer won, proposal sent) would be great. Today you can't pre-define the list.
In order to accomplish this, my suggestion would be to add it as a property to select in "edit columns". Then you can sort by task and see what tasks are not queued. Also, makes it easier to assign multiple tasks at a time to a desired queue.
I believe it was previously mentioned - but to uplike it - having a column to show what queue the tasks are in or to be able to see what tasks are awaiting to be assigned into a queue.
Let's say you're running through your task queue and you have a few contacts from the same company in it. You email one of those people and they reply to set up a demo/consult/conversation and now you no longer need to email the other people from that same company in your task queue.
How would you quickly remove the other people from that company from the task queue? You can't automate that.
It would be great to be able to use filters in the tasks view and queue just like we do with contacts, companies and deals. Wouldn't it?
oh yes please! A separate collum in the task view that shows the task queue would be ideal. Also this must be a sortable collumn and ideally able to filter by this.
My team are frustrated that they cant view a queue with a time filter!
I would like to be able to view tasks by team member, sorted by queue. Whether in Task view, Companies or Contacts (or, best, all three views) doesn't matter. Currently, I can view team members' tasks but cannot sort them to sort tasks by queue.
It would be great to be able to filter my task list by Contact Properties of the associated tasks. Would allow me to queue and complete tasks much more efficiently.
im actually about to split our contact database between users, and have to move all the tasks too (no way to reassign tasks except individually!). when moved to the new owner they wont be in a queue.
so being able to see in the task view which tasks are assigned to a queue and which arent would be very helpful.
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