I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!
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!
Edwin Cox commented
yes, this is essential. Similar to Wealthbox. Not having a running to do list is making me consider moving to Wealthbox.
Korey Rogers commented
Yes! I have 10 ish daily tasks I start my day with. Would be nice to have something I can check off to start my day.
Ross Kline commented
Yes!!! Having something like the task system built into MS Outlook would be fantastic. I need reminders for recurring tasks, but i definitely don't need them on my calendar. That is for appointments and phone calls only! Otherwise, when scheduling an appointment, it's easy to mistake a task for an appointment and think you don't have an opening.
Elad Goren commented
Yes, something that is not date sensitive. Just a simple list of to-do items.