Organize task list
I would like to be able to move items in my task list around so they are listed in order of priority for my day. I know I can move things around in workflows, however it would be helpful to order my task list so I don't have to continually scan the list for the high priority items. Instead, I could start at the top of my list and just work my way down.
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Anonymous
commented
Another great way to help with organizing "things to do today' tasks would be to have the ability to color code the task to meet your needs for the day - even if there was an option to use a color when typing as you can bold, underline and italic in the description. A recurring monthly task may appear in a blue color, but a task that needs immediate attention could show in green, tasks that may need followup throughout the day could have an option to be another color. New tasks that come in should be marked new until I can color code them or move them to where I want them.
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GeekyTechMom
commented
I would love this too. I am also an office Manager and I have everyone's tasks showing on my calendar and my bosses. I would love to be able to prioritize how they show up. When I have 20 or so it's hard for me to see what needs to be done easily.
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GeekyTechMom
commented
I would like this too. As office manager, I have everytone's tasks showing to keep up with what is going on. I would love to be able to drag my tasks into a specific order. Especially urgent tasks should be at the top. Not just in the middle somewhere. There is no organization to the tasks at all.