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Beatty W
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Dedicated Tasks View
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Beatty W
July 23, 2025
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David
marked this post as
planned
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October 2, 2025
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David
marked this post as
under review
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September 5, 2025
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Beatty W
is there a place where we can see all tasks for a specific client in one spot? Right now we have to open a client, then open a series, then open an associated project on the right side and only in there do we see the task list but that list only applies to that specific project. It would be nice to see all tasks regardless of which project it's in for that client in one spot. Maybe I am missing something?
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July 23, 2025
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Beatty W
Merged in a post:
Sort Tasks by 'Ready to Work' Label
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Keppel green Lungfish
We use a 'ready to work' label to indicate when a task is ready for completion. However, the current system only allows sorting by jobs, not tasks, when using this label. It would be beneficial to have the ability to sort tasks by the 'ready to work' label to streamline our workflow and ensure tasks are completed efficiently.
July 23, 2025
July 23, 2025
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Beatty W
Merged in a post:
Filter Bar on Tasks Page
E
Experienced Anteater
I appreciate the filter bar on the Jobs page, but I would like to have the same filter bar available on the Tasks page. This would make it easier to manage tasks by applying the same filtering options across different views, enhancing my ability to track and organize tasks effectively.
July 23, 2025
July 23, 2025
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Beatty W
Would like the option to filter to only see tasks where they're up next rather than seeing all tasks - this way they do not hold up work from being completed.
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July 23, 2025
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