Filter tasks by the associated Contact's Category
As a sales agent I want to filter my tasks by Category/ies so that I can segment a large number of due or overdue tasks and deal with them in priority order for the greatest chance of them being dollar-productive calls.
For example, I have 176 overdue tasks. Rather than working through them in date order I would like to prioritise those tasks for contacts in the Category 'Vendor Potential A', and once they are complete 'Vendor Potential B' etc.
Currently, this is often achieved by having to prefix the Task Subject with 'PA -', 'PB -' etc but this is manual and cumbersome so being able to filter by Category would save time on each task created and also allow greater option to segment and prioritise tasks.
Thanks,
Kylie
Kylie Neal
shared this idea
Hi Supporters,
Tasks can now be filtered by contact category in the Task Manager screen.
https://boxdice.zendesk.com/hc/en-us/articles/12630316320527-8-6-Release-Notes
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Jessica - Buxton
commented
Yes please, very helpful!