G
Geoff Brandt
Todo's (and Notes) are a wonderful "brain dump" feature. But then after I have time to plan, I have to recreate each todo as a task, then delete the todo. Lot's of typing.
It would be great to just be presented with a drop down choice list of prospect/clients/project/opportinity to which I can attach the todo and it automatically becomes a task in that chosen area.
Todo disappears from the todo list and appears thereafter as a task, wherever I specified.
No "editing" the todo as part of the process.
All editing would be done after it becomes a task wherever it now resides after the conversion.
Keeps todo's as todo's and tasks as tasks and the UIX remains true.
Same ask for Notes btw. Give me a drop down of places where I can attach the note.