Let the user choose the completion date
If a task is completed before today, and has dependent tasks, there is not a way to check the task off using a prior date. As a result, all Dependent tasks also need manually adjusted. Perhaps when a task is open, there is a dropdown button near the checkbox. When selected, the user can choose the Date for completion first and then check off the box?
Brett Keppler About 1 month ago
Let the user choose the completion date
If a task is completed before today, and has dependent tasks, there is not a way to check the task off using a prior date. As a result, all Dependent tasks also need manually adjusted. Perhaps when a task is open, there is a dropdown button near the checkbox. When selected, the user can choose the Date for completion first and then check off the box?
Brett Keppler About 1 month ago
Planned
Allow us to select a date for a task before a Key Date.
I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.
Victoria Manich Almost 4 years ago
Planned
Allow us to select a date for a task before a Key Date.
I have several "Key Dates" Task that happens before the Key Date. It would be great to be able to select "days before" or "days after" for these tasks. As if the date is changed, I then have to go in a find all the tasks associated with the one Key Date, before the date and change it too. It seems silly to even have the Key Date option with out having to have tasks before the date as well.
Victoria Manich Almost 4 years ago
Individual Quarterly spreadsheet/Yearly spreadsheet (For Tax Purposes)
Spreadsheet to include: Pending date Listing Agent/Selling Agent MLS Purchase Amount Closing Date Buyer Name Seller Name Transaction Coordinator Fees Commission Buyer side Commission Sellers Side
An Anonymous User About 5 years ago
Individual Quarterly spreadsheet/Yearly spreadsheet (For Tax Purposes)
Spreadsheet to include: Pending date Listing Agent/Selling Agent MLS Purchase Amount Closing Date Buyer Name Seller Name Transaction Coordinator Fees Commission Buyer side Commission Sellers Side
An Anonymous User About 5 years ago
Planned
Integration with Dotloop
needed to reduce/remove duplication of effort entering all parties to transaction and property details.
An Anonymous User Over 6 years ago
Planned
Integration with Dotloop
needed to reduce/remove duplication of effort entering all parties to transaction and property details.
An Anonymous User Over 6 years ago
Planned
Allow the people with the team platform to create their own property types or own type in general.
With so many different uses for this system, I would like to have the ability to create my own property type and even my own Type that may not even be property specific. There are processes and flows to many parts of real estate.
Anonymous Over 6 years ago
Planned
Allow the people with the team platform to create their own property types or own type in general.
With so many different uses for this system, I would like to have the ability to create my own property type and even my own Type that may not even be property specific. There are processes and flows to many parts of real estate.
Anonymous Over 6 years ago
I would like to click and drag tasks in the calendar to change the dates
I would like to click and drag tasks in the calendar to change the dates
An Anonymous User About 7 years ago
I would like to click and drag tasks in the calendar to change the dates
I would like to click and drag tasks in the calendar to change the dates
An Anonymous User About 7 years ago
Planned
Add a way to monitor amount of tasks completed within a time period.
We currently have the option to view the percentage of task completed on time, late, and postponed. It would be good to see the actual amount of task that was completed in a day, a week or a month. This is good for manager monitoring what their assistants are doing and how fast.
Tammie Olinde About 7 years ago
Planned
Add a way to monitor amount of tasks completed within a time period.
We currently have the option to view the percentage of task completed on time, late, and postponed. It would be good to see the actual amount of task that was completed in a day, a week or a month. This is good for manager monitoring what their assistants are doing and how fast.
Tammie Olinde About 7 years ago
Planned
allow tasks to be done in groups (modules) instead of plans
Instead of having one plan that has every possible outcome for a transaction/covers all possible contingencies, allow for specific pre-prepared modules to be used (A Financing group, a Home Inspection Group, a Termite Inspection Group, etc) to make it easier to customize each transaction
An Anonymous User Over 7 years ago
Planned
allow tasks to be done in groups (modules) instead of plans
Instead of having one plan that has every possible outcome for a transaction/covers all possible contingencies, allow for specific pre-prepared modules to be used (A Financing group, a Home Inspection Group, a Termite Inspection Group, etc) to make it easier to customize each transaction
An Anonymous User Over 7 years ago
Planned
View entire un-completed task list as default
When in a property - Be able to view entire un-complete task list as the default view with the status of that task on the side (past due, today, etc.). Would also like to see entire list with WHO it is assigned to at a glance. The tabs at the top of the screen would be to filter as needed if you don't want to see the entire list of uncompleted tasks. Finding that I have to refresh a lot in order to see different statuses.
Xai Powell Over 7 years ago
Planned
View entire un-completed task list as default
When in a property - Be able to view entire un-complete task list as the default view with the status of that task on the side (past due, today, etc.). Would also like to see entire list with WHO it is assigned to at a glance. The tabs at the top of the screen would be to filter as needed if you don't want to see the entire list of uncompleted tasks. Finding that I have to refresh a lot in order to see different statuses.
Xai Powell Over 7 years ago
Planned
Integrating custom e-mail signatures into the automated e-mails.
Instead of only being able to input text or a link, it would be great to input an e-mail signature jpg
Michelle Roaya Rukny Over 8 years ago
Planned
Integrating custom e-mail signatures into the automated e-mails.
Instead of only being able to input text or a link, it would be great to input an e-mail signature jpg
Michelle Roaya Rukny Over 8 years ago
Planned
Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.
Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.
Dianne Over 8 years ago
Planned
Some contingencies don't count weekends. Add a toggle to include or exclude Saturday/Sunday when counting days for a task.
Also, most dates in a contract do not count holidays - it would be nice to have holidays excluded in counting days, too.
Dianne Over 8 years ago
Planned
Allow a dependent task to be dependent upon a different task without having to re-create it
On a dependent task, make the "Main Task Name" part of a drop down that would allow us to select another task to make the dependent task a part of.
Nekst Over 8 years ago
Planned
Allow a dependent task to be dependent upon a different task without having to re-create it
On a dependent task, make the "Main Task Name" part of a drop down that would allow us to select another task to make the dependent task a part of.
Nekst Over 8 years ago