Kanban-style "activity" management
Enable drag and drop feature to organize (and view) activity status: To Do / In Progress / Complete.
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!
The opportunity management tab is the weakest part of Redtail. Please allow a kaban style screen.
This is a great idea. Please allow flexibility to customize the names of the columns.
Currently use trello for this but I would love for my team members to be able to see what is on my plate so we can assign tasks effectively.