Additional Pipeline Views
planned
J
Jason Celestino
As a BD Manager I would like the ability to create task templates that then could be applied to different stages within my pipeline. There are a lot of common tasks that accompany your pursuit and that changes by stage. It is cumbersome and takes a lot of time to recreate the same tasks over and over again.
The second part is the task view within the pursuit. It would be helpful to have more than just the task name (e.g. Task Name, Priority, Owner, Due date, completion status). Again, when there are a lot of tasks, it takes away valuable time to have to click into each one. You do have the task section, which is great, but not when working within the pipelines.
Obviously there are integrations but this is not always a viable solution for everyone.
Chase Needler
marked this post as
planned
Chase Needler
Merged in a post:
Create way to save filter inside pipeline
J
Joel McWilliams
Add a way to save a filter within a pipeline so tags can be identified and monitored for proposal/Marking teams and others that do not need to track entire pipeline.
Chase Needler
marked this post as
under review
Chase Needler
Merged in a post:
Templated Tasks
P
Paige Elmore
When a new pursuit is created have the option to have templated tasks that are created by default under the pursuit.
The templates would be set/ managed within the account.
T
Trevor Latimer
I would like to be able to apply a set of filters and then be able to bookmark that page so that I can return to it with one click
A
Arsenio Ayon
agree, need the ability to save the filter.