Change the default view for "Tasks"

On specific Contact pages, the default view should be "All Incomplete" so people can see everything that is past due, due now, and upcoming.

On the Dashboard, the default view should be "Today & Overdue"

Currently both default to "Upcoming" and it's annoying and tedious to have to keep clicking and toggling between views.

Guest
May 13 2020

General Design / UI

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Combine current/overdue tasks Merged

Make it so that instead of an overdue tab and a current tab, there is just one tab that shows both of these at the same time. A lot of times tasks get pushed off a day or two, and then it's more work to find them.

Created 27 May 08:19pm by Guest

LionDesk CRM V2

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Home Page Option for Tasks Merged

I believe it would be helpful for when we go to our homepage to be able to preset the option we want to see our tasks. I would love to see the overdue tasks first and then the most current ones. Instead, I am having to select from the dropdown opt...

Created 15 Jun 10:10pm by Guest

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Change the default view for "Tasks"

Combine current/overdue tasks Merged

Home Page Option for Tasks Merged

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Change the default view for "Tasks"

Combine current/overdue tasks Merged

Home Page Option for Tasks Merged

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