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Created by Brynn Shorkey
Created on Oct 26, 2023

Task Toggle to View All Tasks in a Campaign that are due and upcoming

Our whole team would benefit from being able to easily see what everyone has been doing.

Jobs To Be Done

Be able to see onboarding at a glance and what has or has not been done easily.

Pain

Makes it hard to see where we are in our onboarding process.

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  • Brynn Shorkey
    Reply
    |
    Dec 29, 2023

    It would be nice to see on a seperate "tab" inside the contact just the tasks due and maybe under the ones due because those would need more attention, the other tasks already complete could be below. It makes it hard sometimes when looking at a quick glance at a contact to see what has truly been done and what is still "due" if this makes sense. But to answer your second question, no that wouldn't be helpful.


  • Admin
    Brokerkit Product Management
    Reply
    |
    Oct 27, 2023

    Brynn, thanks for logging this idea.


    A couple of questions on this:

    • What screen(s) where you hoping to see this on?

    • Would it address your need if we added a task category called "Onboarding" so you could filter on your onboarding tasks in the task screen with the category filter here?

    1 reply