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CommunitySuite Idea Lab: Opportunities

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Link Tasks to the Stages in Opportunities

It would be great to be able to link tasks to the stages of an opportunity. Opportunities with tasks has the possibility to create a wonderful roadmap; however, not all stages take the same amount of time to be accomplished. When fostering relationships or solicitating money, these opportunities are dependent on each individual experience, independent of each other. While one relationship may take days, another may take months or even years. To have tasks have to be set by time and not stage, is to say that each opportunity takes exactly the same amount of time, while clearly, they do not.

I would love to be able to click a new stage and have it populated with tasks specific to that stage of the opportunity. When that stage is complete, I would be able to select the next stage, that too would bring with it a new set of tasks specific to that stage, and so on and so forth until the opportunity was completed. Stages in opportunities has the possibility to act as a roadmap and if you made tasks in opportunities linked to stages and not time, you could truly unleash how opportunities is and can be used. Thanks!

Posted on behalf of Alex MacLean, Fund Administrator

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Lyndsey Thompson 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

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  • Susan Price commented  ·   ·  Report

    We need this to be able to use the opportunities consistently. Otherwise, each stage isn't defined. Please implement as soon as possible! Thank you!