Platform

In order to truly use this as a replacement for project management, like Trello, Basecamp, or Teamwork, we need clients to be able to add tasks they need done.

Adding tasks individually for large or complex projects is time-consuming. It would greatly improve usability if we could upload an entire project via CSV to auto-populate all tasks, including details like due dates, tags, and descriptions. Since the system is already database-driven, this shouldn’t be a major lift—but it would significantly enhance the user experience.

When I click "Add A Task" on my phone in portrait it looks like it's not doing anything. When I rotate the phone I can get to the sidebar to add the task. But in landscape it's hard to use. Please fix this or better yet build a Partner and Business App phone apps.

I would love to see a more user and client-friendly set of features and UI/UX for tasks/projects. Something more along the line of Notion or other apps. Onboarding clients and managing projects like designing a website (often the first experience with a client) requires working in another system and then trying to onboard them to Business App after the fact. Getting clients into Business App to manage their onboarding and initial enagements with a modern project project management system would help improve ongoing adoption of Business App and potentially accelerate upselling.

Ability to create your own custom Task Type instead of having only certain options: To-Do, Email, Call, Message, Meeting, LinkedIn. For example, we could create Task types such as: In Progress, Completed, Picked-Up

Why can't you set new projects as recurring? Why is the only option to create one from template? It wouldn't be so bad if the same template can be edited and reused without affecting current projects that were generated using the template. In my case, we have the need for a lot of recurring projects with different and unique schedules. I feel like it defeats the purpose of templates if you can't reuse. But it's our only way of creating recurring tasks. I'm requesting that recurring task be independent of template. I should be able to still choose a project template - THEN - apply recurring schedule to it if needed. Setting up templates can be complicated and include many tasks. It can be very time consuming to setup new templates but it's super quick to apply recurring schedule to them. Thanks!

Showing AGID on VTM projects/tasks

Ability to whitelabel task manager so it shows as tasks.mydomain.com , so that employees / other fulfillment partners don’t know that we’re using vendasta.

A very needed option is the ability to allow clients to submit a ticket. The best use case would be to have any customer ticket create a new project/task in task manager for that account. Assign it to a "Support Person" and notify via inbox. The best option certainly would be to have this be a piece of the platform but, at the very least allow integration with tools like Zendesk (which Vendasta support already uses) Freshdesk or Zoho, etc..

A partner wants to be able to generate a report that will show the number of incomplete listing tasks by source type in a way that they could pull this report themselves in Task Manager.