Current functionality: To complete a to-do with a comment, the steps are multiple and require more clicks than necessary: Add a comment in the comment thread for the to-do Save the comment Complete the to-do This also kicks off 2 separate emails f...
Melissa Hopkins
almost 5 years ago
in To-dos
0
Future consideration
Filter out completed to-do's on the Strategy > Goals page
Currently, to see active to-do's, you need to create a list report that willallow you to filter out your to-do's by status. This isn't most efficient and it would be great to have a filter on the Strategy>Goals page to do this.
Guest
about 5 years ago
in To-dos
0
Future consideration
"Lock" to-do's so that only the assignee can check it off
Anyone who can update records in a given workspace is able to check off to-do's even though it wasn't assigned to them. It would be great to have an option to lock to-do's so that only the assignee can check it off.
Particularly useful for when ...
Chrissi McNamara
about 5 years ago
in To-dos
0
Future consideration