Modifications in the Tasks App

post by Garrett_Leonard on Jan 8

A few things that would be very helpful here:

• Ability to name stages differently from To Do, In Progress, Done
• Ability to add/remove number of stages
• Ability to assign clients and internal team members to the same tasks
• Ability to restrict clients from viewing it from a list/board view
• Ability to allow for clients to add tasks
• Ability to send “mass tasks” to multiple or all clients

post by brittany on Jan 12

Hi @Garrett_Leonard thanks for reaching out! We love to hear about feature requests from our users as it’s the best way to help inform product changes and features :)

• Ability to name stages differently from To Do, In Progress, Done
  • We have heard this before! I’m adding you as a +1 to this as a feature request!
• Ability to add/remove number of stages
  • We have heard this before, I’ve added you as a +1 to this feature!
• Ability to assign clients and internal team members to the same tasks
  • Currently, most people will follow the following flow: create a parent task with an assignee: Internal User A and then they will add in Client Visibility so that the client can view / see status of the task. You can have the parent task assigned to an internal user and then assign a subtask to a client as well.
• Ability to restrict clients from viewing it from a list/board view
  • Interesting feedback! I’ve filed a feature request on your behalf here.
• Ability to allow for clients to add tasks
  • We have heard this before as well. We’ve seen a lot of companies create a Form, using our Forms App and then through our API, you can setup an automation in Zapier or Make that will create a Task from the Form submission.
• Ability to send “mass tasks” to multiple or all clients
  • Another great feature request! I’m curious what the trigger is for the Task to be created/sent. You can setup an Assembly automation that will assign a Task based off of different triggers like: client logged in for the first time, client updated (tag added or removed for example) or form submitted etc. If you are looking to simply freely assign a task to many users at once, I can file a feature request for that as well!

Thanks for taking the time to share here. It’s super valuable insight for us!

post by Regan_Lopez-deVictor on Jan 13

Would love to add my +1 to the ability to send mass tasks to clients - preferably by group rather than company.

Related: ability to assign tasks to a company, but the tasks repeat for each person in the company and are not collaboratively completed.

Extra credit: scheduling feature for tasks, so I can set up task lists and then blast out when I’m ready to launch.

post by Adam_Schwartz on Jan 13

Hi @Regan_Lopez-deVictor ! Thanks for sharing your feedback about the Tasks App.

I have a couple follow up questions to make sure I understand your use case:

1. What do you mean by “group rather than company”? Are these groupings of clients via custom fields?
2. For repeating tasks for each person in the company, would you want to assign tasks to all clients within all companies in this case? Or only a portion of clients within the company?

Finally - we’re working on the ability to schedule task creation via our Automations app, aiming to have it done by end of quarter!

post by Regan_Lopez-deVictor on Jan 13

1. Yes, custom fields - for us, they are called “Groups” and we use tags.

2. Flexibility within the company would be nice - but sending all clients within a company the same task set would be fine, especially if we could further refine the groups using the custom fields :)

post by Maria_Crider on May 21

I too would like the Ability to allow for clients to add tasks.

Alternatively, what can we use so clients can request a task, or submit a ticket, etc?

post by Arif_Uddin on May 26

Hi @Maria_Crider,

Thank you for reaching out! I completely understand how having the ability to allow clients to add their own tasks can be useful and will be sure to share this with our product team and have it submitted as a feature request.

In the meantime, you can use our Forms App to create some form of a ticketing system, where clients can submit a request directly within their portal. You can create a custom form (e.g. “Support Request” or “Task Request”) that clients fill out and submit.

You can also automate this process with Zapier or Make! Here is an overview on how that might look:

1. Trigger: A client submits a form in Assembly
2. Search: Zapier/Make uses the client’s id from the form to find the client and retrieve their information.
3. Create Task: A task is automatically created in Assembly using information from the form and the clients details.

Additionally, clients can also use the Messages App to send requests informally for quick or straightforward items.

Please let me know if you have any other questions, I’m always here to help!