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Q: Very confused on how to effectively use as CRM (specifically tasks)

I've been playing around, and like it, but most critical is being able to see all tasks due in one view. It looks like I can open a person, add a task and due date, but I do not get how to see all my tasks due today (and overdue) in a single view. You have to open up each contact individually to look at due date? Without seeing all due tasks, how do you know what the work is today? It's a guessing game. On filters I can filter by task created date, etc, but I need a calendar, table, or filter to know what has to be done now , by x date, or overdue. This is a deal breaker :(

Also, I appreciate status, but the pre-created status list doesn't match our established workflow. Will we be able to edit the status types? I see I can create a new single-select group, but this won't appear at the top in the UX and the status is critical. :(

pandacatPLUSJan 17, 2025
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Posted: Jan 18, 2025

Need to add this essential features for managing easily

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