Rearranging tasks in a Templated Task list & Renaming a Templated list

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Josh Stroud

Requester

Skyslope has been incredibly impressive, but its task and template features are seriously lacking. This system could be an absolute powerhouse if it allowed for easier editing of templated task lists. It only makes sense that this should be a capability, right?

Two major flaws that need to be addressed:

  1. You can’t even rename a templated task list.
  2. There’s no way to rearrange tasks within a templated list.

What if a broker wants to expand on a list by adding additional tasks throughout an existing template? The only option is to delete the entire list and start over—that’s crazy. For the cost we’re paying, we should have the ability to customize and update these lists easily without creating even more work.

We’re already drowning in tasks, and limitations like these make it a major deterrent to fully utilizing the system. Improving this would not only benefit agents but also enhance the client experience.

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