Task list updates - and add to person record
Searching on the task page should be possible. Right now I have to do Ctrl+F as I would search any webpage to find a person's name.Completing tasks associated with people - add a place within the person record to see the task associated with that person, with the ability to edit and check off that task. (For instance, if I schedule and appointment with a candidate I'm in the candidate record making notes to that affect. I then have to leave the person tab, go to task list, Ctrl+F to find the person's name and then check off the task associated with follow up that's no longer necessary.
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Thank you for being an invested Clockwork User!
Our recent Tasks Panel update does allow for advanced filtering of the tasks viewed in the panel. We would love to know if this assisted in solving part of the idea left here.
We are also currently working on a new tasks card for the Person Record, where all tasks related to that person would be easily viewed when in the Candidate or Person record.
We will be sure to update this once that is out.
Many thanks,
The Clockwork Product Team