Hi guys.

We want to set up weekly meetings in my office on different components of the business; finance, leads, potentials,. marketing etc., and are looking for a way to group tasks in some way under a selection of different headings, so we can view them easily in different categories.

We have 3 business units;

Coach

Activate

Success

Same list of modules or functions need to be used weekly to assign tasks to etc;

EG;

Coach

1. Tenders

2. Leads.

3. Potentials

4. Website

5. Marketing

6. Social Media

7. Finance

8. Awarded Contracts

Activate

Success

Any ideas how best can we get this set up? Are custom views the only way to do this, or are there other ways, and how might it be done?

Thanks,