Credential Storage in Task Manager
Since Master Key has been removed, there is no easy way to store credentials securely in Task Manager. It would be great to see a similar replacement.
Ability to Further Filter Listing Tasks
Currently, when filtering by Listing Tasks in Task Manager, you cannot filter further or even search by a listing type (ex. Facebook, Google, etc.). This can be a time consuming process to scroll through all the listing sources, so this additional filtering capability will increase productivity and efficiency.
To-Do Lists Separate from Accounts
As of right now in Task Manager, any tasks or projects must be nested under accounts. It would be great for fulfillment users to have their own to-do lists assigned to their assignee separate from any accounts for more general jobs to be done.
Upon Project Creation, Take Directly to Project
As of right now, when a project is created in Task Manager, the user is taken to the overall Project List. This was originally due to a delay between creating the project and the project being available. Now that we have removed this delay, I propose that we take the user from the project creation screen directly into the project they just created.
Bulk Edit/Add Private Notes
Currently you can only select multiple Task for completion if you are making Public Notes. It would be very beneficial to be able to update the Private Notes in a bulk action.
Ability to Edit Review Response Approval Emails
It would be beneficial to have the capability to edit the Review Response Approval Emails and to see the emails saved in the account in Task Manager.
Bulk reassign projects
Vendasta partners love the bulk reassign capability in Task Manager. They have been hoping that they could also have this capability with projects.
Create project without end date
Some projects do not need an end date. They remain open as long as the client remains active. For example, digital advertising campaign management can remain open indefinitely with recurring daily, weekly, monthly, or quarterly tasks.
Display task TYPE for completed tasks & overdue tasks in productvity reports
As a partner, I want to better understand who my rockstars are in fulfillment. This would allow me to better understand efficiency of individuals and capacity for my team by specific task type.