We would find it helpful if we could view open tasks for our entire team (easy) and then sort those tasks by Association. We associate tasks with either a Contact or Company. If we could sort by Association, we could see at a glance everything that needs to be done on a given project, no matter who the different tasks belong to.
Upvoting - when we outreach, we try and hit 4-7 people from the same company (depending on the size of the company) to include multiple decision-makers and influencers; however when we mass-enrol people into a Sequence (via Lists) they don't come out in the Task list as logical groupings (i.e. all contacts from the same company clumped together as consecutive tasks).
Being able to group Tasks-by-Day by Company Name would really help us structure our daily outreach in a way that makes sense.
Right now the 'Associated Companies' field doesn't pull the 'Primary Company' information in and the field is left blank on the Task list.
This is a large issue with doing 5 deep and 5 wide type prospecting at companies. We want to assign tasks and filter by company to have one full view of activities due per company prospect.
This is keeping us from further adoption of the platform by our CX team. Is this anywhere on the roadmap somewhere?
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