Global view for tasks
in progress
Will Goldstein
I am seeing that the tasks on the sidebar are only showing tasks for an email or conversation you have open, but you instantly lose sight of tasks you need done if you move away from that thread.
Why not list all tasks in there as a way to have a better high level picture of things that need to be done? Also, why can't we make tasks from within that sidebar on the fly?
Jhon LeBaron
Looking forward to this. It is so needed!
Simon Tye
Very much looking forward to this.
Ben Channon
Love literally every single thing here!!
Apologies if it's been asked....
- The video mentions triggering Task templates via rules... will we also be able to trigger single tasks by rules? ... I know I ask a lot, but also by API??
- Any chance that tasks could be set to "recurring" (mostly for templates) or maybe be able to toggle a "repeat" on/off for tasks?
Philippe Lehoux
Ben Channon: ✅ rule + API. As for recurring tasks, this won't be part of our V1. Too many features = delayed launch...
Esty Spira
Love this major improvement! Here are my thoughts 1) please make the status options also customizable (to do, in progress and completed - it would be great if we can add more options) 2) there should be a view/filter option for assigned by
Philippe Lehoux
Esty Spira: 1) This is the long-term goal, but not for the first version. 2) Yes, this will be in our v1.
TakeHold Printing
LOVE IT!!!! :)
Philippe Lehoux
in progress
We have been working on scoping the upcoming task improvements.
Our goal is to integrate conversations and tasks in a natural way to improve visibility and accountability. As you can imagine, this requires a few core changes to ensure simplicity and ease of use. Let's dive in!
Video demo: https://www.youtube.com/watch?v=SOMEOWhTEoQ
Currently, in Missive, you can assign and close a conversation. This is useful for customer support, where you don’t need to be descriptive about what needs to be done. The act of assigning a customer question is good enough, your colleague will reply to the customer and then close the conversation.
When you need to be more descriptive about the work that needs to be accomplished, Missive offers the ability to create tasks within conversations, each of which can be assigned to a colleague. For instance, you might create a task for your assistant to export a specific PDF report and attach it to one of your drafts.
Having two different mechanisms (assigned conversations and tasks) to keep track of what needs to be done creates complexity. Ultimately, whether it's an assigned conversation or an assigned task, the key is to have tools to plan your day and know what you and your colleagues need to focus on.
This upcoming update will thus not only focus on bringing a My tasks view but also bridge the gap between assigned conversations and tasks. So both can be managed using the same tools (My tasks, Calendars, Due date, etc.)
Any feedback?
Matt in the Hat
Philippe Lehoux this all looks really great and I am looking forward to using it, great move guys!
A
Alec Wills
Philippe Lehoux demo video looks very impressive. Combining assigned to and tasks makes a lot of sense and retaining sub-tasks works. New overview views are what I've been hoping for. Templates and automations should be great for some of our use cases. I'm hoping that there are triggers for status change, assigned change and due date close, missed, etc. Also hoping there will be API endpoints to CRUD tasks/templates. Very excited to see it when it's released.
Philippe Lehoux
Alec Wills: Yes, to everything you're asking for, but it might not be released in version 1.
Ben Channon
Philippe Lehoux, Awesome work as always, Any cheeky hance of a Approx Release date for V1?
Philippe Lehoux
Merged in a post:
Tasks mailbox
L
Lars Ewers
Hey,
It would be very helpful to have shortcut to all emails with open tasks on the left sidebar, just like we have for snoozed, closed or emails with comments. I know I can filter for emails with tasks but the access would be much quicker from the sidebar.
Thanks,
Lars
Philippe Lehoux
F
Federico Vidali
This is NEEDED
Fraser White
A must have feature!
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