Feature Requests - Tasks, individual and bulk

I provided examples with each feature request to help with context

  • add notifications and reminders going out to the Activity log so we can see whether they were sent in case a client claims they did not get them

  • delete tasks from the task list, preferably multiple at once, but even one-by-one would be helpful

    • there are several tasks for clients relating to a due date that has passed

    • if a client changes their engagement, so I need to go in and delete tasks previously assigned

  • bulk edit tasks for things like adding a due date, changing a due date, changing the assignee

    • a task-dependent date has passed or the previous due date has passed/needs to be changed for some reason

    • I forgot to add due dates because I was in a hurry

    • team member is added, changed, let go; company contact changes

  • bulk create tasks when I am creating the same task for several contacts,

    • requesting remainder of tax docs because deadline is approaching

    • invoices need payment