Task list
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!
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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James Kuxhaus
commented
Very important feature that has caused me to do due diligence on other CRM providers. Very frustrating that all tasks MUST be on the calendar. Many times we need to list tasks that don't have a specific deadline. Some may go away, some pushed out or some moved up and we need them off the calendar.
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Edwin Cox
commented
Desperately needed!
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Anonymous
commented
yes, this is essential. Similar to Wealthbox. Not having a running to do list is making me consider moving to Wealthbox.
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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.
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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.
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Elad Goren
commented
Yes, something that is not date sensitive. Just a simple list of to-do items.