Add "Sections" back to Tasks in the new RingCentral App
In the new app.ringcentral.com platform, there is no way to add a "Section" to tasks. Our small company currently relies on Tasks in app.glip.com everyday to accomplish our daily responsibilities. We create a "Team" for every client we have. Sometimes the clients need a floorplan created, or an educational tutorial, or a bid for the job. We currently create the Tasks within the client's Team, but then organize the tasks by Section, such as "floorplan" or "education" or "proposal". The different sections helps us prioritize our tasks. For example, proposals are very important to return as quickly as possible, so we keep a close eye on tasks in that Section.It appears that the new "Tasks" in the new app does not allow us to categorize tasks by Section, or assign them to a Section. Feature request please! And thank you. :)
-
Derick commented
Thanks Jessica! I definitely attached the pictures but you're right.... I wonder if this commenting platform won't let me attach images. In that case, here's links to the same photos.Old Glip Sections: https://i.imgur.com/emA4iLq.pngNew RingCentral Categories: https://i.imgur.com/oAYVNma.png
-
Thanks for clarifying everyone-- if you go to your lists of tasks, and type in the category in the "Filter tasks" field, it will search for the category. I know it doesn't display in a column, or populate as a filter, but the search field will search through the tasks and display them by category. I've changed the status of this idea back to in review, since it was not completely implemented as you all would like to keep product in the loop. I'm not seeing any pictures attached-- can you try and reattach please? Thank you!
-
Company commented
I thought I might need to update the app to see the tasks being sorted by Category. But, after trying, then deleting and re-downloading, it looks like you still cannot sort tasks by Category. This keeps our office in the same predicament. It is near impossible for me to keep up with all the tasks distributed to the employees I manage with the current set up. . Everything else with the app is totally fine for us, however, not being able to view all employee tasks grouped by Category is still a back breaker for us.
-
Rick Case x567 (PT) commented
Yep, I cam here to say the same thing: you can't see the groupings on the right pane.
-
Derick commented
Hey @Jessica Hernandez! First let me thank you for implementing the new Categories!! It's really great to know that your team is actually listening to our feedback. That's a really good feeling.That being said, the latest release only addresses half of the feature we need. I should have explained better originally, so let me try explaining through photos.Attached is a picture called "old-glip-sections.png". Notice how the Sections help me organize and prioritize all of my many, many tasks. I have my Sections organized very intentionally in terms of task importance.Now, notice how in the picture "new-ringcentral-categories.png" that the tasks at-a-glance do not show what Category they are assigned to. My most important Categories do not get sorted to the top of my list. This means all of my tasks (which are so well organized in the old Glip app) are all jumbled and not-prioritized correctly.Unless this is user error on my part, and there IS a way to see all tasks Categories at a glance... unfortunately this means myself and everyone else at our company will continue to use the old Glip app. I hope these pictures better explain our needs and let me know if you have questions!
-
Nancy commented
I'm not seeing the Sections either. We already have hundreds of clients
assigned by Sections. It would be a monumental task to have to change
them all -
Nancy commented
How do we add the Sections column to our view in the new Ring Central?
-
Brian commented
So you added "Category" in place of "Section" That's fine, except that there is no sort option for Category and we really need it!!!
-
Categories are back in the app under tasks!
-
Ole commented
We're heavily dependent on this feature. So we have remained in the classic app.
-
Brian commented
in the classic app, we view all open tasks for specific team and sort by "Section" Since "Section" seems to have been changed to "Category", It would be nice to be able to sort by this. Also, It's not ideal to have to use the filter box to show tasks within a team. Can w e not have a dropdown option to view all tasks within a team like in classic?
-
Company commented
Same! We use the Tasks heavily and they are sorted into sections for our employees to keep track of their "Daily", "Weekly" and "Monthly" tasks, as well as our managers tracking their progress. Without being able to sort tasks into Sections, it is almost unusable for us. Which is super unfortunate, as we have enjoyed using the app daily, for years now. Pleeeeease add that to the new RC app. We are holding out as long as we can, but without sorted tasks, we might have to look for another system that does what we need. Fingers Crossed!
-
Nancy commented
We use this feature also. Each accountant has a section and their tasks are listed under their section. We need this feature back! I'll stick with Classic until this is added back to the program.
-
Weather Voicemail commented
Hi, our organization does something similar. We create a "team" for every patient under our care and use the app to organize internal communication, share files, and manage tasks. Within tasks we use the "section" to categorize similar tasks so for us that might be "shipment" or "enrollment". The sections serve as queues and heavily influence our workflow. We are unable to migrate from the Classic app to the new app as a result.