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Created By Christine McLellan
RequesterTrying to work Tasks into my workflow and finding some challenges:
1.PERFORMANCE Loading All Tasks page is very slow - I only have task lists for 4 transactions
2. should default to either the last Sort I used (Oldest) between sessions or start w/ Oldest versus Newest - I need to know what is due NOW, not months from now.
3. Rename Oldest/Newest to something more logical. I thought it was sorting by entry date/time, not due date.
4. In a Transaction/Listing: Allow me to show ALL Tasks completed & incomplete in a single list - so at a glance I can see that it was not only entered into Skyslope but has been completed.
5. Allow me to see completed tasks in All Tasks as well!
Tasks can potentially allow me to finally automate my deal workflows - a few improvements would be great!!!
0 Votes
2 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentThanks for the feedback, Christine and Danna!
We understand that there are power users of Tasks and Reminders, and how these improvements would help your workflow. We'll keep monitoring this request for upvotes and additional feedback.
Thanks again,
Carlo
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Danna Gibson
RequesterThis also reinforces the need for to a request I've made in another thread (BUSINESS DAYS). There needs to be the option for Business Days when entering a task or reminder. Without it, every task due date that's dependent on a previous task has to be manually calculated to avoid a Saturday, Sunday or federal holiday due date.
Example: If a Sales Agreement specifies the buyer has 5 days following receipt of a Prelim to call out issues, Prelim Title Approval Due Date should be 5 Business Days following the buyer's receipt. Currently if I set the Preliminary Title due date on a Wednesday, SS erroneously identifies the Buyer's Prelim Approval due date as Sunday.
0 Votes
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