Greetings,

Yes tasks must be inside a tasklist, you can call the list “Tasks”

We’ve considered adding an activity called “To Do” which would be a much simpler version of a task.  While that might still happen we’ve found that the Event activity (Schedule a follow-up) generally works well for this too. An Event can be used like a simple task (particularly with the “Keep the event as a next action until someone completes it” option enabled).

I agree with Engineering Special Ops that “Schedule a follow-up” is sufficient for most if not all “to-do” items. However, I would suggest an addition to the follow up to add a checkbox to make it “Timeless”. When this box is check, a data is required but there is no time blocked out.

I was just about to send the same request when I read the post. A simple ToDo activity box would be perfect. I tried the “Schedule a Follow-up” option but it is actually a worse option than using the current Task option. We have a lot of Timeless ToDos.

What we are currently doing is naming our Task List “Tasks” so that there is a list of tasks for that Contact or Blog. Its not a bad solution. It highlights where all of the tasks are located in the activities window. That being said a quick “Create a Task” option would be great.

I’ve also thought about requesting simple “todo” activities in the past but didn’t because the task lists do work OK, it’s just a quick extra step.  Honestly it might be a good one as it forces you to organize your tasks.  That said, I would use quick Todo’s if they were implemented.

One question on this subject that’s been bothering me:  why is it that task lists have (seemingly unrelated) “complete” checkboxes in addition to the checkbox for each individual task?  Is it for when you attach a milestone?

sloughwi - Jun 11, 2010 08:15pm

I’ve also thought about requesting simple “todo” activities in the past but didn’t because the task lists do work OK, it’s just a quick extra step.  Honestly it might be a good one as it forces you to organize your tasks.  That said, I would use quick Todo’s if they were implemented.

One question on this subject that’s been bothering me:  why is it that task lists have (seemingly unrelated) “complete” checkboxes in addition to the checkbox for each individual task?  Is it for when you attach a milestone?

I agree that the task lists do help organize tasks. It’s a feature that is often under-used, but building a set of standard tasks lists is really fantastic. It allows you to shift your mindset from one type of tasks to another.

Really depend on your company and what you’re doing as well.

For me the follow up issue is when I log a call. There should be an option once you’re inputting data to create a follow up task - that would be really nice.

It’s a bit nitpicking but once you’re spoiled… ;)

sloughwi - Jun 11, 2010 08:15pm

I’ve also thought about requesting simple “todo” activities in the past but didn’t because the task lists do work OK, it’s just a quick extra step.  Honestly it might be a good one as it forces you to organize your tasks.  That said, I would use quick Todo’s if they were implemented.

One question on this subject that’s been bothering me:  why is it that task lists have (seemingly unrelated) “complete” checkboxes in addition to the checkbox for each individual task?  Is it for when you attach a milestone?

I can see how a “to do” activity could save time and effort but I use it the same way. It’s not really too much of an extra step to start a tast list and then put a task (or few) in. The reporting from the task is great, i.e. when a task is completed, email so and so.

One thing what WOULD help.

To be able to sort out activities into automatic alphabetical order. Or tasks in a task list into order.

Here is an example. I have project blogs are are ONLY comprised of tasks for each client. Thus the client name is the task list name, and I add each tasks for them.

Other than sorting the task lists manually, it would be AWESOME to be able to push a button and have them automatically go into order, thus it’s easier to find someone/something in a large list of tasks.

What do you think Steve/Support?

Best,

Ronald Lee
http://www.elevatedmarketing.ca
604-781-7093
...follow us on twitter! http://twitter.com/ElevatedMarket

adrian@vm - Jun 12, 2010 02:25am

sloughwi - Jun 11, 2010 08:15pm

I’ve also thought about requesting simple “todo” activities in the past but didn’t because the task lists do work OK, it’s just a quick extra step.  Honestly it might be a good one as it forces you to organize your tasks.  That said, I would use quick Todo’s if they were implemented.

One question on this subject that’s been bothering me:  why is it that task lists have (seemingly unrelated) “complete” checkboxes in addition to the checkbox for each individual task?  Is it for when you attach a milestone?

I agree that the task lists do help organize tasks. It’s a feature that is often under-used, but building a set of standard tasks lists is really fantastic. It allows you to shift your mindset from one type of tasks to another.

Really depend on your company and what you’re doing as well.

For me the follow up issue is when I log a call. There should be an option once you’re inputting data to create a follow up task - that would be really nice.

It’s a bit nitpicking but once you’re spoiled… ;)

An automated “follow-up” task for call logs would be excellent.

I would also like to see a special hot key to quickly pop-up a “log call” and “add event” from anywhere in the system, just because those tend to be the unexpected activities you need to quickly log.

But, as you said, we’re probably getting a bit spoiled…

sloughwi - Jun 13, 2010 09:54am

adrian@vm - Jun 12, 2010 02:25am

sloughwi - Jun 11, 2010 08:15pm

I’ve also thought about requesting simple “todo” activities in the past but didn’t because the task lists do work OK, it’s just a quick extra step.  Honestly it might be a good one as it forces you to organize your tasks.  That said, I would use quick Todo’s if they were implemented.

One question on this subject that’s been bothering me:  why is it that task lists have (seemingly unrelated) “complete” checkboxes in addition to the checkbox for each individual task?  Is it for when you attach a milestone?

I agree that the task lists do help organize tasks. It’s a feature that is often under-used, but building a set of standard tasks lists is really fantastic. It allows you to shift your mindset from one type of tasks to another.

Really depend on your company and what you’re doing as well.

For me the follow up issue is when I log a call. There should be an option once you’re inputting data to create a follow up task - that would be really nice.

It’s a bit nitpicking but once you’re spoiled… ;)

An automated “follow-up” task for call logs would be excellent.

I would also like to see a special hot key to quickly pop-up a “log call” and “add event” from anywhere in the system, just because those tend to be the unexpected activities you need to quickly log.

But, as you said, we’re probably getting a bit spoiled…

Yeah, just a bit.

The thing is, we don’t really know how much work a feature might take - I know for a fact something like recurring calendar events is MUCH MUCH harder than you might imagine to implement.

With that said, we absolutely have to keep suggesting and requesting things because it’s the only way for anyone to take note. I usually tell clients to keep a list of all the little things they would like to have, and a SEPARATE list for all the things they find are really halting them.

Another way to look at it is focusing on the changes that are going to drastically make the business better as opposed to saving 10 mins here or there.

Yesterday I was cursing my netbook when a friend sent me this link: http://www.youtube.com/watch?v=-LkusicUL2s

Robert Carrier - Jun 10, 2010 01:07pm

I agree with Engineering Special Ops that “Schedule a follow-up” is sufficient for most if not all “to-do” items. However, I would suggest an addition to the follow up to add a checkbox to make it “Timeless”. When this box is check, a data is required but there is no time blocked out.

This would be a huge benefit to me and my business. Either a new “ToDo” or simply adding the option to make the “Schedule a Follow-Up” timeless as Robert suggested would be perfect.

The current configuration does work, but feels like it could use some refining and actually doesn’t seem to flow with Solve’s wonderful ideology of keeping things simple and looking at the way we work as if it were on a pad of paper or white board (eg. using a pad of paper I can simply jott down any ToDo I need to remember for the day…I don’t need to go to my clients physical file open it, create a task list, then create a task, etc. I can simply jott it down anywhere on the pad so I can go back and find it…assuming I don’t loose the pad;).

I just create a task list called: “ To do’s “ where I just put all the random ‘single tasks’ that I need to do, like: Call Joe on July 10
Since they are mundane tasks that don’t need to be tracked or have any history,I just delete them if my list gets too long

dave@vm - Jul 08, 2010 11:41pm

I just create a task list called: “ To do’s “ where I just put all the random ‘single tasks’ that I need to do, like: Call Joe on July 10
Since they are mundane tasks that don’t need to be tracked or have any history,I just delete them if my list gets too long

That’s what I have been doing as well but it just seems a little more clumbsy than it needs to be. I quite often will create a Task List called “TASKS” within a particular project and all of the day to day tasks are input here. Its really not that bad a solution as it does keep all of the Project tasks in one location in the activity pane. The only real clumbsy part is having to create the Task list. Once that is completed, it works like a charm

The nice thing about the Task List is, that if I do have a particular job within the project that has a number of steps I can name it and itemize the steps as individual tasks. (i.e. name the task list “Quotation” and then itemize task 1, task 2, task 3 etc.

stormer - Jul 09, 2010 11:57am

dave@vm - Jul 08, 2010 11:41pm

I just create a task list called: “ To do’s “ where I just put all the random ‘single tasks’ that I need to do, like: Call Joe on July 10
Since they are mundane tasks that don’t need to be tracked or have any history,I just delete them if my list gets too long

That’s what I have been doing as well but it just seems a little more clumbsy than it needs to be. I quite often will create a Task List called “TASKS” within a particular project and all of the day to day tasks are input here. Its really not that bad a solution as it does keep all of the Project tasks in one location in the activity pane. The only real clumbsy part is having to create the Task list. Once that is completed, it works like a charm

The nice thing about the Task List is, that if I do have a particular job within the project that has a number of steps I can name it and itemize the steps as individual tasks. (i.e. name the task list “Quotation” and then itemize task 1, task 2, task 3 etc.

I agree with this; the problem is creating the task list is time consuming and therefore deters users from using them in a pinch.  I would like to see a shortcut key to “quick add” a Todo from anywhere in the system: nothing but a subject, due date, and contact/project field.  Then have it default to an auto-created “ToDo” task list under that contact/project.  Then users could just move it to another list later, or just leave them under the default list.

sloughwi - Jul 09, 2010 08:12pm

stormer - Jul 09, 2010 11:57am

dave@vm - Jul 08, 2010 11:41pm

I just create a task list called: “ To do’s “ where I just put all the random ‘single tasks’ that I need to do, like: Call Joe on July 10
Since they are mundane tasks that don’t need to be tracked or have any history,I just delete them if my list gets too long

That’s what I have been doing as well but it just seems a little more clumbsy than it needs to be. I quite often will create a Task List called “TASKS” within a particular project and all of the day to day tasks are input here. Its really not that bad a solution as it does keep all of the Project tasks in one location in the activity pane. The only real clumbsy part is having to create the Task list. Once that is completed, it works like a charm

The nice thing about the Task List is, that if I do have a particular job within the project that has a number of steps I can name it and itemize the steps as individual tasks. (i.e. name the task list “Quotation” and then itemize task 1, task 2, task 3 etc.

 

I agree with this; the problem is creating the task list is time consuming and therefore deters users from using them in a pinch.  I would like to see a shortcut key to “quick add” a Todo from anywhere in the system: nothing but a subject, due date, and contact/project field.  Then have it default to an auto-created “ToDo” task list under that contact/project.  Then users could just move it to another list later, or just leave them under the default list.

I have a general ‘To do’ task list in the first template that I insert into any contact, company, project blog. This is essentially your ‘quick add’ Problem solved!

dave@vm - Jul 10, 2010 01:10am

I have a general ‘To do’ task list in the first template that I insert into any contact, company, project blog. This is essentially your ‘quick add’ Problem solved!

Thanks for the suggestion, but I would disagree with it, though it may work fine for most.  In my use case the burden is partially creating the initial “Misc Todo” list, but also switching between projects/contacts to add many tasks as they come up during a busy day.  A hotkey to pop-up a “new quick task” would be very useful to me I believe.  That said, it’s certainly not necessary, and maybe others find your solution to be just as effective.

In fact, what I’m looking for might be better implemented via a small desktop widget through the API, rather than in S360 itself.

Robert Carrier - Jun 10, 2010 01:07pm

I agree with Engineering Special Ops that “Schedule a follow-up” is sufficient for most if not all “to-do” items. However, I would suggest an addition to the follow up to add a checkbox to make it “Timeless”. When this box is check, a data is required but there is no time blocked out.

Agreed!

Bump.  Any new developments on this? Not having the ability to make a simple, one click, task item is a definite limiting factor to the usefulness of S360.

Should be able, to schedule a simple action item, to-do

chairceo - Aug 06, 2010 08:40am

Bump.  Any new developments on this? Not having the ability to make a simple, one click, task item is a definite limiting factor to the usefulness of S360.

Should be able, to schedule a simple action item, to-do

@ chairceo, see my answer / suggestion on this post:
http://norada.com/forums/viewthread/1486/

Would this work for you?

Hmmmm, very interesting ... it very may well.  Lol.  Thanks!