PPC TO DO Functionaility
planned
Jacob Venter
We utilize To Dos to manage administrative tasks and training requirements. We prefer this system over standard messaging because it provides clear visibility into completion status, whereas messages offer no way to track whether a task has been acted upon.
To increase the effectiveness of this tool, we suggest the following enhancements:
Segments: This would allow us to assign tasks to specific team members based on defined criteria, reducing the risk of accidentally overlooking someone during manual selection.
Automated Reminders: When a To Do becomes overdue, the system should automatically trigger an email or text notification to the assignee.
Rich Text Formatting: Adding formatting options would allow us to provide clearer, more organized instructions within each task.
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Mikayla Korol
We need the update for Providers to receive a notification when it is assigned to them please.
Adam Smith
updated the status to
planned
H
Heather Jaeger
Add the ability to select a portal message and copy/move it to the To Do List
Trish DeCoster
Yes, the enhanced features would be great, especially the Automated Reminders!
Adam Smith
Merged in a post:
Segments for To Dos
Jacob Venter
The new segments feature for sending messages through PPC is excellent. I believe it would be a significant enhancement if we could also utilize segments within the to-do list.
Adam Smith
Merged in a post:
Tasks/To Do List
L
Leanne McCarter
Would like to have, in addition to general To Do List, task/To Do attached to a specific client. To be able to add a task/to do for a specific client from the client overview page and once it is added to be able to see it at the top of the client page.
Adam Smith
Merged in a post:
To-do List Improvement: Recurring To Dos
Jacob Venter
We rely on the to-do feature to keep our operations running smoothly, but it has one major flaw: it doesn't handle recurring tasks well.
It would be a great improvement to add a repeat option for tasks. This would prevent the to-do task from being lost if someone accidentally marks it as completed.
Currently, we have to review all completed to-do items to make sure a recurring task wasn't mistakenly finished. Adding a repeat option would eliminate this extra step and save us a lot of time.
Adam Smith
Merged in a post:
To-Do List
Samantha 514-717-6257 (She / Her) Havill
Would it be possible to add the function of Tasks being emailed to the sitters?
Right now, it only shows up on the Task List (yellow header).
Mikayla Korol
💙💙💙💙
Mikayla Korol
Yes please
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