Pipeline To-dos in homebase calender | Voters

Pipeline To-dos in homebase calender

design domain

Can we please add the To-dos that are inside pipelines to the calendar in the homebase?

In an opportunity possible do to will be a follow-up date and missing a follow-up date can cause me to loose a possible client.

February 7, 2023

Pam P

YES! Please. I almost lost a potential client because I assumed those dates would show in my calendar! Hopefully this can get added soon. I'll never remember to keep checking my pipeline section.

Wave Digital Design

I would love the to do list (in the pipeline) to link to calendar events

Geoff Mina

Merged in a post:

Include pipeline tasks in homebase "work to be done"

Teresa

I'm not sure if I'm missing something here, but I'd like to be able to see any tasks in any part of the program to be included in the Homebase. At the moment I've added tasks with scheduled dates for my prospects, however I can only see them if I am in the pipeline view. This would be good to see in the homebase so I can track ALL my tasks in one place

March 28, 2023

Shenandoah Chefalo

Yes!