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AlexanderPMD
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Member since ‎Oct 1, 2021
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Activity

samglenn on January 14, 2020
"Assigned By" in Task Property
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be help read more
Reply Idea Tasks
111 upvotes
49 Replies
AlexanderPMD
Member
June 30, 2022
This really would be very useful.... We keep getting told that more votes on ideas pushes these up to the front of the queue (or "line" as you say in...read more
brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
148 upvotes
43 Replies
AlexanderPMD
Member
May 11, 2022
This idea certainly gets my vote. It's very time consuming having to manually update associations one at a time. A utomatically assigning the logs/ac...read more
AndyPitre on April 04, 2017
Assign task to multiple people
It would be nice if CRM tasks would be assignable to multiple people. Right now it can be assigned to one person only.
Reply Idea Tasks
234 upvotes
82 Replies
AlexanderPMD
Member
October 08, 2021
Agreed - it does seem odd that this was not thought of beforehand, as our team members are part of primary and secondary teams, so one would expect t...read more
samglenn on January 14, 2020
"Assigned By" in Task Property
It would be nice to be able to see, specifically in the Task "board" view, who a task was assigned by. Was this a task I created for myself? Did a teammate create it for me? Was it auto-created? Did my boss assign it to me? This would also be help read more
Reply Idea Tasks
111 upvotes
49 Replies
AlexanderPMD
Member
June 30, 2022
This really would be very useful.... We keep getting told that more votes on ideas pushes these up to the front of the queue (or "line" as you say in...read more
AlexanderPMD on October 01, 2021
Adding "Assigned By" in the tasks columns
As a manager of a team, I'm interested in monitoring tasks I have assigned to team members. Currently, you can only customise the view by "Assigned To", whereas having the feature of "Assigned By" would be very helpful. Thanks.
Reply Idea Dashboards & Reports Tasks
1 upvote
0 Reply
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