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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.

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Rhonda Page shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,


Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.


If you have any questions, issues or concerns please let us know!


Thank you

Show previous admin responses (5)
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  • Lorna Sandberg commented  ·   ·  Report

    I'd like to be able to see future tasks, as well. Not just the ones that are due right now.

  • kmerical commented  ·   ·  Report

    I was disappointed to learn today that tasks "linked to a profile" will not actually show in the profile once completed. Only notes will show in the profile view and opportunity tasks will show under the relationships tab. It would be nice to see the completed tasks staff have done for donors/fundholders so we know history of conversations and actions.

  • Rhonda Page commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    This would be wonderful - increase efficiency and ensure the entire team can view pending tasks.

  • Rhonda Page commented  ·   ·  Report

    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