Ability to set a date on Project Task Details To-Dos, just like the Opportunity Details To-Dos..
K
KC
Being able to set a due date on the Opportunity To-Dos has been amazing for my workflow. I keep trying to use the Project Task Details pop-up in the same way, but the To-Dos there currently can't have a date assigned. It would be so helpful and would also simplify project setup for those simpler projects or tasks.
Austin Morrow
Hey KC - We actually just updated sub-tasks (that used to be the current task to dos) to have full functionality to set due dates. Have you been able to check that out yet?
K
KC
Austin Morrow Yes and it's great! However it creates more "clicks" to get into, and I'm not able to get those to show up as individual tasks on a kanban. So just to see them, I have to go to the main task, then click subtasks, then click the task, then read it or adjust the status. I work in kanban view most of the time and the subtasks feel buried there.
I love how the Opportunity to-dos can be scheduled so that they show up in the Focus area, and I only have to click 1ish time to mark them as complete. And I can still adjust the status of the opportunity to keep it moving through the pipeline. I guess that feels more efficient for my own process (as a 1-person biz) than the detailed sub-tasks in a project?