Hi there,
I would like to suggest an improvement idea in order to be able to quickly find the information and data users are after.
Could you please add a 'Task Assignee' field in task filters, for all users and also in the Insights module?
Indeed, clients managers are not necessarily the Task Assignees. It would also be useful to sort tasks by task assignees.
Please do contact me if you require further information on this.
Many thanks,
David M
Good afternoon David,
I hope you are doing well. Thank you for your submission. On the Task List page, there is a filter labelled "Staff" which would allow you to filter for tasks assigned to staff members. Is this a sufficient filter or would additional functionality be required?
Many thanks,