I would like to access a list of tasks across all my accounts for a given day and check them off as I complete them.
Check of list of tasks across accounts
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Is your request on reporting or report on it and update then and there itself?
I would like to see a list of tasks across all my customers and click on them to mark as complete while in the list. The reporting just allows me to see the tasks not mark them as complete. Does that make sense?
Yes, I would like to see only a list of the tasks by account that I need to perform for a given day. I would like mark them as completed as I go along.
+1 to this idea! It is a lot of work for our CS team to click into each CTA to see which tasks need to be done or are overdue. It would be nice to have a full list view of all Tasks w/ the associated CTA name, that the team could still check as complete/close out.