Platform

Adding tasks individually for large or complex projects is time-consuming. It would greatly improve usability if we could upload an entire project via CSV to auto-populate all tasks, including details like due dates, tags, and descriptions. Since the system is already database-driven, this shouldn’t be a major lift—but it would significantly enhance the user experience.

Ability to track time spent on tasks and projects, then view this in intelligent reporting both in Task Manager and Partner Center.

It would be great if we could assign tasks to our clients through the task manager, and have them appear on their dashboard. This way, we can create a task list for them to see what we require from them.

A very needed option is the ability to allow clients to submit a ticket. The best use case would be to have any customer ticket create a new project/task in task manager for that account. Assign it to a "Support Person" and notify via inbox. The best option certainly would be to have this be a piece of the platform but, at the very least allow integration with tools like Zendesk (which Vendasta support already uses) Freshdesk or Zoho, etc..

Ability to whitelabel task manager so it shows as tasks.mydomain.com , so that employees / other fulfillment partners don’t know that we’re using vendasta.

When I click "Add A Task" on my phone in portrait it looks like it's not doing anything. When I rotate the phone I can get to the sidebar to add the task. But in landscape it's hard to use. Please fix this or better yet build a Partner and Business App phone apps.

I would love to see a more user and client-friendly set of features and UI/UX for tasks/projects. Something more along the line of Notion or other apps. Onboarding clients and managing projects like designing a website (often the first experience with a client) requires working in another system and then trying to onboard them to Business App after the fact. Getting clients into Business App to manage their onboarding and initial enagements with a modern project project management system would help improve ongoing adoption of Business App and potentially accelerate upselling.

Easily manage tasks and projects from mobile phone. Currently Task Manage is unmanageable when accessed from a phone.

Currently fulfillment forms can be accessed via the "Orders" tab in Business App. It also requires a fair bit of hunting for the right order form to find the appropriate services if a client has multiple orders because the orders are listed by their unique order number. It would be more convenient for the Digital Agents in task manager to be able to view and access the fulfillment forms inside Account records section of Task Manager. Similar to how the Order forms are accessible there. In fact it would be very convenient if the Fulfillment forms were listed directly under the Order forms inside of the Account records section of each account in Task Manager. The Fulfillment forms very often contain important information required to fulfill services on the account so making it accessible to digital agents within Task Manager will allow quicker access to key details.

Ability to create your own custom Task Type instead of having only certain options: To-Do, Email, Call, Message, Meeting, LinkedIn. For example, we could create Task types such as: In Progress, Completed, Picked-Up