Tasks viewable to everyone who opens a profile
Thank you for adding Tasks to individual Profiles! Can you please make ALL TASKS visible on a profile regardless of who created or the assigned person? It's helpful to see all past due/current/future tasks on a profile regardless of who they are assigned to.
Rhonda Page
shared this idea
-
Rhonda Page
commented
Please implement this idea ... right now I am looking at profiles in a "stewardship" capacity and want to see if the "Steward" has assigned a task for the profile but I can not see any tasks. I have to open tasks I've assigned to 1) see if I've by chance months earlier assigned a task to the steward and 2) if I haven't, then create a task and now we may have repeat tasks on the profile but no one but the two who have an open task knows of an upcoming open task.
-
Diane Zempel
commented
It would also be helpful if staff with Admin Rights could complete the action regardless of if it's assigned to them or not.
-
Tracy Edgerton
commented
This would be wonderful - increase efficiency and ensure the entire team can view pending tasks.
-
Rhonda Page
commented
THIS ISN'T QUITE IMPLEMENTED! It would be really nice if tasks could be tied to profiles, funds, grants, etc. and if they could show up regardless of which user opens the profile, and it would be great is Tasks would appear at the top of the page when a profile is open, if it's past due in a red box. If it's a future task, not in a red box. We are used to Raiser's Edge and seeing open/pending actions so the whole team is aware of what's going on with a constituent/profile/donor. Thanks
-
Chip DeBuse
commented
Good idea.
-
Tracy Edgerton
commented
This would be great!