1. Task Templates when created counterintuitively have checkboxes on the specific lines already... making you wonder why they're already "checked off". Support said this was just to show that the task was created correctly within the Template. Ummm... if you were able to save the task in the template and an entry created why include a checkbox. See first image. In addition, once the Template is saved and is imported and used on a transaction, you get (image 2) with the initial checkboxes in the template still showing on the right and then blank checkboxes on the left. Sorry this is just confusing and now well thought out on the user interface side. The no-utility, prefilled checkboxes should go away in the Template and also when the template is applied.
Lastly, there appears to be no system intelligence to sort tasks in a template in sequence of their due date. No button to supply any type of sorting order. Instead you have to in a make sure you create the list in the sequence you want the to show (aka enter the last one to be completed first and the first one last). And if you have to edit the list at some future point, because that never happen, and you want the sequence to be in order... you need to recreate them all manually again in the sequence you want. This is just NOT good design.
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SkySlope Supportposted
6 months ago
Admin
Created By Prod Squad
Agent
Hi Matt!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback. We understand that it can be frustrating when things don't work as expected. I'll be touching base with our Digital Transaction Management Product Manager to check in on the status of these items. In the meantime, I have a couple questions for you -
Are there any other aspects you'd like to be able to sort by aside from Due Date?
To confirm, you would prefer the checkboxes on the right be removed from both the template view and the file view?
We're looking forward to your reply!
Thanks again and have a great day!
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S
SkySlope Supportposted
6 months ago
Admin
Created By Matt Barton
Requester
BTW, I've seen versions of this commented on "years ago" and nothing has been done.
Created By Matt Barton
Requester1. Task Templates when created counterintuitively have checkboxes on the specific lines already... making you wonder why they're already "checked off". Support said this was just to show that the task was created correctly within the Template. Ummm... if you were able to save the task in the template and an entry created why include a checkbox. See first image. In addition, once the Template is saved and is imported and used on a transaction, you get (image 2) with the initial checkboxes in the template still showing on the right and then blank checkboxes on the left. Sorry this is just confusing and now well thought out on the user interface side. The no-utility, prefilled checkboxes should go away in the Template and also when the template is applied.
Lastly, there appears to be no system intelligence to sort tasks in a template in sequence of their due date. No button to supply any type of sorting order. Instead you have to in a make sure you create the list in the sequence you want the to show (aka enter the last one to be completed first and the first one last). And if you have to edit the list at some future point, because that never happen, and you want the sequence to be in order... you need to recreate them all manually again in the sequence you want. This is just NOT good design.
IMAGE 1
IMAGE 2
0 Votes
2 Comments
SkySlope Support posted 6 months ago Admin
Created By Prod Squad
AgentHi Matt!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback. We understand that it can be frustrating when things don't work as expected. I'll be touching base with our Digital Transaction Management Product Manager to check in on the status of these items. In the meantime, I have a couple questions for you -
We're looking forward to your reply!
Thanks again and have a great day!
0 Votes
SkySlope Support posted 6 months ago Admin
Created By Matt Barton
RequesterBTW, I've seen versions of this commented on "years ago" and nothing has been done.
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