Better task filtering
The end result I would like to achieve:
Filter the tasks that are relevant to what I am doing now.
Currently, I have the ability to filter tasks by category. However I would like to further refine by the nature of the task. “Admin”, “Sales”, “Marketing”, “Business Development”, etc.
So, if I have allocated time to doing “Administrative” tasks, I would like to be able to find all my administrative tasks (whether they be to do, phone calls, follow-up, emails, etc.)
If I allocated time to doing “sales” then I would like to be able to find all my sales related tasks (whether they be to do, phone calls, follow-up, emails, etc.)
I thought of a few ways:
CATAGORIES: To be able to assign multiple categories. To a task so it could be filtered as “phone call & Sales” or “all & sales”
TAGS: Tags are ideal because you can have multiple tags per item (Insightly university 110) “tags make it easy to find groups of items in a timely manner”.
Also possible but less ideal would be custom fields and to create more task categories such as “Phone Call – Admin”, Phone call – Sales”
The issue is that tags, filters, custom fields, seem to have neglected tasks. I can not apply any of them to tasks and after all, it all comes down to tasks.
The promise of Insightly is to be better organized by being able to group similar items together. Tasks seems to be a neglected aspect of that thought. I highly recommend the application of tags to tasks.