Tasks — Improvements & Enhancements
We're collecting all feedback related to the Tasks feature in one place. If you have a request, improvement idea, or workflow frustration tied to Tasks, please comment below or upvote this post.
Examples of what we're tracking:
Task creation and assignment improvements
Due date and reminder behavior
Task visibility across Jobs, Leads, and Contacts
Filtering, sorting, and list management
Notifications tied to tasks
Mobile experience for task management
Any other Tasks-related workflow gaps
Your feedback helps us prioritize what gets built. Drop your use case in the comments so we understand the full picture.
Internal Tags (for your reference): tasks daily-operations workflow placeholder
Comments27
An Anonymous User
Mar 9
It would be nice to be able to put a date on it and filter by date so we can have a daily tasks list for lead follow up, etc
An Anonymous User
Mar 9
This sounds like a great improvement as the current system doesn’t notify anyone of an assigned task or follow up reminders for the person who assigned the task and the one that is assigned the task. Would be highly beneficial to have the optics on the status of tasks and when they are completed. Creating a way to auto assign tasks would be great as well - ex. when an estimate is booked/scheduled, notify the estimator of the estimate - once an estimate is complete auto assign follow up cadence (phone/email/text) - once a project is sold; auto assign the scheduling person to complete the color consult and project schedule.
An Anonymous User
Mar 9
•Merged request
•8 votes
Recurring Tasks triggered by the stage of the deal.
It would be awesome if we could have a more streamlined task section. Be able to have like
A drip campaign for tasks. This would help automate to do lists. Example would be like to have a task to order paint x days after proposal is accepted or as soon as it reaches x stage in the deal/production process.
Jad Slim
Jul 17, 2025
Would love this. I want to create a followup task to reach out to customers
Logan Splinter
Mar 9
•Merged request
•26 votes
Task Reminders with Date & Time and Notification for User
I like to create a task on every job card so i know what i have to do next. Maybe it's calling the lead back tomorrow at 9am - right now there is no task that is time bound for us. I'd like to be able to create a task for tomorrow that i get notified at 8:50 to call lead at 9.
Hannah Bradford
Jan 24, 2025
I agree. I have been using tasks to know when to follow up with people and need to see the dates on that
Danielle Walls
Feb 27
•Merged request
•21 votes
Update Tasks
Ability to set reminders for tasks and to see what customer they are connected to in the Tasks section rather than just under their Contact information.
Anonymous User
Mar 6, 2024
I second this, or even a notification feature to remind us of tasks we've created that need to be attended to by a certain time!
Jess Stephenson
May 14, 2024
Yes would really like to be able to see contact info for each task in the main tasks area so I can go down the list and just knock them out. I would use this every day!
Jeremy harrison
Aug 14, 2024
This is a great suggestion and we have this as part of an overall rework of the task feature on the development roadmap, which will also include the ability to assign and schedule reminder notifications. We do not currently have an ETA on when this project will begin but we’ll keep the community updated.
Clayton Glasco
Oct 27, 2025
What’s the timeline on this?
An Anonymous User
Mar 9
•Merged request
•6 votes
Task Section Contact Info
When you create a task in a deal, and attach it to that deal, it would be useful to have that contact attached to that task.
Currently, when you go to the task section and view a task, you can not see that it is attached to a deal and can not see the deals contact info. This means that when I create a task inside a deal I need to type out the clients full name and phone number in the task, as well as the task due date (since the due date is also not visible in the task section)
I request inside the task section that there are columns for the task due date, and the contact that the task is connected to
Jeremy harrison
Jul 2, 2025
Thank you for this feedback; adding this to our existing Task Overhaul ticket for review.
Best,
Jeremy (Product Manager)
An Anonymous User
Aug 1, 2025
Would also be great if there was a notification the assigned person that they were tasked with something.
An Anonymous User
Jul 26, 2025
This is an important item that should be added as soon as possible.
An Anonymous User
Mar 9
•Merged request
•7 votes
Would like to have the option for tasks with a set due date to show up on my appointment calendar
Wyatt Ramsey
May 11, 2024
This would be awesome, especially for setting reminders to call back clients
An Anonymous User
Mar 9
•Merged request
•3 votes
Admin Roles and Views
It would be incredibly helpful to be able to look at tasks for a company without having to “impersonate” each individual employee to see the status of the task. With a small crew this may not seem time consuming but when a company starts to grow, logging in and out as a specific user can be time consuming and a hassle.
An Anonymous User
Mar 31
Task template for all job, because we always have the same tasks for most jobs. Would be nice if we don’t have to write it every time.
An Anonymous User
Apr 12
Checklist opportunities in pipeline and ongoing jobs
For example, having a checklist for on-site estimates for our estimator to follow every time or a project manager to follow before a job kicks off
An Anonymous User
Apr 29
Ability to create task groups/checklists triggered by stages
For example: pre project checklist created when a proposal isacceoted
An Anonymous User
Apr 29
Accepted I mean