General
16 results found
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Allow us to select a date for a task before a Key Date.
I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.
5 votes -
1 vote
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create recurring tasks
so if I have to renew a subscription each year I don't have to enter it 30 times
2 votes -
Integration with Dotloop
- needed to reduce/remove duplication of effort entering all parties to transaction and property details.
10 votes -
Allow the people with the team platform to create their own property types or own type in general.
With so many different uses for this system, I would like to have the ability to create my own property type and even my own Type that may not even be property specific. There are processes and flows to many parts of real estate.
4 votes -
I would like to click and drag tasks in the calendar to change the dates
I would like to click and drag tasks in the calendar to change the dates
9 votes -
View entire un-completed task list as default
When in a property - Be able to view entire un-complete task list as the default view with the status of that task on the side (past due, today, etc.). Would also like to see entire list with WHO it is assigned to at a glance. The tabs at the top of the screen would be to filter as needed if you don't want to see the entire list of uncompleted tasks. Finding that I have to refresh a lot in order to see different statuses.
4 votes -
Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.
Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.
16 votesI believe this can be accomplished.
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Customizing welcome message
Customizing welcome email message.
6 votes -
Picture next to property name
Put a picture next to the Property name. Pictures would help remember properties.
7 votes -
11 votes
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Sub-tasks on task list
Subset of tasks within a single tasks. For example:
Upload documents to file
-Consumer Notice
-Buyer Agency Contract
(then ability to mark each subtask but not have the entire task disappear as complete until all items are checked)5 votes -
Task Repeat Option
When creating a task, it would be nice to be able to select to have the task repeat at certain intervals. For example: "post Ad to Craigslist" - Repeat every Week
15 votes -
Add a way to monitor amount of tasks completed within a time period.
We currently have the option to view the percentage of task completed on time, late, and postponed. It would be good to see the actual amount of task that was completed in a day, a week or a month. This is good for manager monitoring what their assistants are doing and how fast.
1 vote -
Allow Team Pro, Team Members, Agent Pro, Agent Lite to receive Weekly Summary Emails of Production
Reports will include:
Number of tasks completed (including +/- change from last week) for the specific recipient.
All tasks completed by the Team/Agent/Other Invited Users (including recipient) over the past 7 days, including any notes left.
Followup Task Updates from the past week
Tasks for the Recipient to complete over the next 7 days, broken down by property.
All upcoming Key Dates assigned to the recipient through the following Monday
10 votes -
2 votes
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