Feature Requests

an option to mark all open comments as resolved when a record is marked complete. This would clean up the "My Work" space when a record is completed and close out any lingering to do items

When I click on My Work I see “To's” with some clients assigned to me. Normally, in the “MyWork” view, you can see in the list the name of the given client, the date of the planned execution, the assigned user. This is the case most often, while in 25% of cases the name of the subject is not drawn, only “Untitled Record” appears. Only after you change the execution date twice and save it again, this problem goes away and the name is read correctly.

I would like to see the Client/Account name or even Project listed in the 'My Work' table. Currently, I can't tell which client the tasks relate to without having to click through the task list. It would be very helpful to customize this screen to show the client/account name.

Enhance the My Work feature to also provide the ability to view my tasks in a calendar view.

I see "My Work" as a way to get an overview of tasks I need to be focused on. When I work on a task, I want to be in the Solution. It would be great to have a direct link from My Work into the Solution of the task to work on the task within the solution. In the image, I want to click on the "Test" solution and have it take me directly to the solution.

It would be great (and helpful) if one could customise the "MyWork" section. For example, expand on the "Group By" with more options. Also allow to customise the displayed fields beyond what is available in the current form. For example, I am using multiple date fields (Due Date (Deadline), Review Date/s, Projected Install Dates, etc). So when I want to have a reminder surrounding a date other than that of the "Due Date" it would be good to display additional data in this area. The more it can be customised the better (in my opinion).

Can we add a simple Reminders Checklist to the MyWork panel? I rarely need to create a task, but simply a “call Mitchell back” and assign a time and default it to me. Basically what the Checklist field type does but independent of a record/task. And should it need to be added to a table as a new record, it could be elevated/escalated to that. And while we’re at it, can we make MyWork more friendly on mobile. Too much horizontal scrolling.

Give the option to send a daily or weekly My Work–Digest email. This would be a periodic (daily or weekly) email listing the items in My Work.

I would like to suggest the implementation of a Supervisor View feature in the My Task module. This feature would allow supervisors to have visibility into the tasks of their team members. Currently, the module displays individual tasks that are pending or overdue for each user, but it would be highly valuable if supervisors could have a consolidated view of their team's tasks. This would enable better coordination, task assignment, and overall management of team workflows within the system.