a couple of ideas for tasks
It would be nice if we could have some predefined tasks - and if we could set them up as a "plan" or group and apply them to a contact or contract (or anything else) all at once.
For example, we are using it for real estate.
When we get a new listing there are a set of tasks I need to do for all new listings (set up mls, turn in paperwork to my company, send out an ecard to other agents, update our website, put up sign, make flyer, etc).
When we get a listing under contract there is another set of tasks (update mls, send to lawyer, turn in paperwork, update website, schedule check ins, etc).
right now I am setting up each of those tasks for each listing/contract/client/etc. Our old previous task had a feature where you could save a frequent task: the name, details, etc to be able to add it quickly (and you could always edit it after you added it). Then we could use these to make a "plan": for instance i could add the "New contract" plan to a contract and it would automatically put in all those tasks - then I could edit any i needed to.
Thanks,
Heather