Ability to filter upcoming tasks on the action board

12 votes

be able to filter which tasks are visible next on the action board.

Done Action Board Suggested by: Jordan Maahs (08 Apr, '22) • Upvoted: 24 May, '22 • Comments: 7

Comments: 7

10 Jul, '20
DonorDock Admin Merged
We LOVE this idea!
08 Jun, '21
Penny Austen Merged
Totally agree. I suggest the following as a workflow:
- User creates a task / meeting etc (ticket)
- When creating, they have the option of having it appear on action board 3 days, 1 week, 2 weeks before due date (in case it's a project they need to work on). If they don't touch this, it appears on the date due.
- Ticket does not appear on action board until due date set. Important - on that date, user also gets an email that ticket has landed on action board.
- If user snoozes the action, then when ticket returns to action board, user gets another email.
08 Apr, '22
Jordan Maahs Admin Merged
This Item is on its way!
08 Apr, '22
Jordan Maahs Admin
"Action Board - more than just an "inbox"" (suggested by Kris Fraser on 2020-07-10), including upvotes (9) and comments (3), was merged into this suggestion.
19 May, '22
Shelly
I like the suggestion of setting when the task will show up on the Action Board (1 week prior, 2 weeks prior, etc.). Right now I have 80 tasks showing up -- LOL!
24 May, '22
Emma Admin
Shelly, yes! We are currently working on this feature, and it should be released soon!
09 Jul, '22
Carolyn Koesterman Admin
Requested Idea is now live. Release notes available here: https://helpcenter.donordock.com/kb/guide/en/release-notes-07-09-2022-dPFecCD4vS/Steps/1651441