Tasks functionality

  • Resolved Erehr

    (@kamilwrona)


    3 years, 2 months ago

    I’m looking for CRM plugin and after checking this plugins found few functionalities missing that I would consider essential and want to ask if there are any plans to add something like this.

    1. As for now all user roles can add/edit/complete tasks. What I would need is a role where user can only see tasks assigned to himself and be notified about new tasks assigned to him. Maybe also ability to change status to ‘Pending Complete’ to be verified by admin.

    2. Possibility of creating checklist inside task and showing it on task status (like 5/10 completed).

    3. Comment system in tasks so user assigned to it can comment with admin/user who assigned it instead of single text area.

    4. Field in tasks to upload files related to task.

    5. Assigning task to existing order.

Viewing 1 replies (of 1 total)

  • Hi there!

    1. For now, task can only be marked as Complete and the task notification will be sent 24 hours before (if you’ve selected this) the scheduled date/time of the task. As for sending this right away or notifying a user for the new task, there is an open request for this to be included in Automations.

    2. I’ve created a new enhancement request for this. With enough interest, our developers may take the request under consideration for future development.

    3. This isn’t possible at the moment.But this seems a great idea! I’ve passed this feature request on to our developers for consideration.

    4. Upload file field on a task isn’t available too. I’ve also passed this feature request on to our developers for consideration.

    5. Tasks can only be assigned to a contact, unfortunately.

    You may also want to check and vote for the Calendar Pro, which is a popular request:

    https://jetpackcrm.com/coming-soon/

    Thank you!

Viewing 1 replies (of 1 total)
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