To do list
Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks
Erin Coe commented
Yes! Absolutely this would be invaluable!
yes, this is a must have. Please make this possible.
Gina Bass commented
A To Do List would be great for keeping up with daily tasks.
Scott Bass commented
I agree with the comments above. I have to use Outlook task to keep a running To Do list and it would be better if I could link to specific clients in Redtail.
Dan Heth commented
And with the ability to link to a contact, set a priority level, and mark it as complete or put on my calendar as a scheduled task when I'm ready to attack it.
S McDaniel commented
Would love to have the ability to have a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.