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Project To Do

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Additional Fields in Leads for "Lead To Do" assignable to External Collaborators

Can we add "Lead To Do" items so we can require input from Customers/Vendors/other Employees. Having a field where the user can specify another party involved (i.e. other than assigned to) would be helpful. Not looking for Teamlink functionality. ...
Carl Lyles about 2 months ago in Leads / Project To Do 4 Future consideration

Have project to dos assigned to company show up for all users in their multi-project calendar

Based on support ticket I submitted - photos for extra context available here : #29521 I can create project to dos that are assigned to my own company via the teamlink option, and this will make it so that those project to dos show up in the emplo...
Sean Coffman 5 months ago in Alerts and Calendars / Project To Do / Teamlink Portal (General) / Teamlink User Roles 2 Future consideration

Linked Files Section in Schedules Module

Can we add a Linked Files Section to our Schedules Module? For GC's they could save schedules as they modify, and for subcontractors they can attach GC schedules they receive for reference.
Guest 10 months ago in Linked Files (Projects) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Resource Alerts in the Schedules Module

When adding Resources, specifically internal personnel, can we create an alert system to tell us when a person is double booked in two or more projects on the same dates?
Guest 10 months ago in Alerts and Calendars / Notifications / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Pulling an Alerts Report

This way we can see a full list of all To Do items for each project. A way to QC ourselves and our teams.
Guest 9 months ago in Project To Do 0 Future consideration

Schedules linked to leads

It would be useful under Leads if we could link a Schedule under Linked Files.
Guest 12 months ago in Leads (Active or Intactive) / Project To Do / Schedules (Gantt Chart) 0 Future consideration

Add email history to all areas of system

Similar to in purchase orders where there is a sent emails section, we need that added to all areas that can be emailed. IE Assigned Tasks in Scheduling
Jack Speshock 10 months ago in New Email Features & Email Browsing / Project To Do / Schedules (Gantt Chart) 3 Future consideration

Add To Dos to Active Projects Calendar

It would be really nice to be able to create new To Dos on the general/multi-project calendar. The calendar/to dos would be much more likely to be utilized and effective.
Kenani Brandon about 1 year ago in Alerts and Calendars / Project To Do 0 Future consideration