Task List Help

I would like to view tasks in a table view (in a more standard reportable format) so that I can, based on filters on any field (status, responsibility person, date due...), view tasks overall  - and SORT!    What is provided now when you click on tasks is a bit cryptic.  Basically, would like to click on tasks and get a view similar to what you get in excel when you export tasks.    Saving a view would be even better!  Exporting is too much work to ask a high level person to do. 

The only task reports available are for completed tasks.

Is this on the horizon by any chance?

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Comments

14 comments
  • Agree completely with Donna.  Our owners want to oversee task activities of staff.  It is extremely difficult and cumbersome to do so with current features unless I am not using them correctly. 

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  • Agree completely and filters should include the project/opportunity/lead as well.

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  • I agree. I would also like to be able to collapse the right-hand panel to provide more screen real-estate, especially when I have Tasks up on a split-screen.

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  • Hi everyone. Great feedback. Happy to share that the team is working on advanced reporting which should address any current reporting limitations. Improved UI for list views is also on the roadmap. Thanks!

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  • Thanks Brenda. That is great news. I look forward to it!

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  • Is there an estimate on when the new features mentioned on July 20th will be available?

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  • Hi Sherri. Advanced reporting has been a huge project but the team is close! Improved filtering and sorting is further out but definitely on the roadmap. Thanks! 

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  • Thank you.

     

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  • Is this done yet? Been a few months...

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  • Hi Griley,

    Our Advanced Reporting has not been released yet. There will be additional information provided soon.

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  • Hi Insightly team, 

    Just wanted to check on how progress on the task interface is coming. We like to keep track of tasks using the tool, but it's very difficult to see/edit those tasks with the IMPORT/EXPORT pane covering up a good portion of the screen. 

    Thanks!
    B

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  • Hi Everyone!

    Great news, Advanced Reporting has been released and there are a lot of cool options for segmenting your data!

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  • I still need the ability to sort tasks by due date in the tasks window 

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  • I see a number of people also want to sort by date, as do I.

    I also suggest that you give a little more specificity to "soon" and "close'.

     

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