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Created By Taylor
RequesterWhy are we stuck with the name once we create it?
Also need feature to order the tasks how we please, if there are 5 tasks on one day I want to be able to put them in order of importance.
We should also be able to copy a template over to a new template and edit it if the task list is going to be similar but not the exact same. Would be a huge time saver.
0 Votes
6 Comments
SkySlope Support posted about 2 months ago Admin
Created By Leah Higgins
RequesterThis would be VERY helpful. I love that I have my forms templates and can change those to cater to every deal and client. I need the task list to also cater to each deal. There is no way I can use the existing one. Too confusing for my assistant and me. We don't know which file we are working on when checking boxes.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Linnea A Jacobs
Requester100% agree on all suggestions
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Doug Burger
RequesterTotally agree on all three suggestions. I'm making a bunch of task templates and marketing templates for Residential, Manufactured Homes, Multi-Family, Vacant Land, and Condominiums. They are all similar with a few differences. You have to build each one from scratch and use copy and paste. Also, I made several templates and decided the title wasn't the best. So, had to delete the templates and start over just to rename the title. Also, many times there are numerous tasks in one day but something needs to be done before another. Would be great to be able to order the tasks that land on the same day.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Prod Squad
AgentJessey, Product Manager here at SkySlope, thank you for your suggestion! I understand the issue and we will be monitoring the forum for yes/up-votes on this topic. Thank you for taking the time to provide us this feedback!
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Marvin Caish
RequesterDitto. I could use the editable Task name and copy Task options on my first day using the system.
0 Votes
SkySlope Support posted about 2 months ago Admin
Created By Nathan Fisk
RequesterAgreed. This would be helpful.
0 Votes
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