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Traffic Lights / Alerts for Outstanding Actions

New Member
Posts: 10
Country: United Kingdom

Traffic Lights / Alerts for Outstanding Actions

Hi Again,

 

With so many clients/contacts it's sometimes difficult to keep track of which one has outstanding actions.

 

We want to stay on top of things and be proactive - and basically not forget when we have promised a client to do something by a certain date.

 

We also want to keep track of activities/to-do's to understand how long they take and whether we are getting back to people fast enough.

 

Is there a way to show a group of Clients and indicate:

 - Green: for nothing outstanding

 - Amber for a task outstanding but not yet due

 - Red for a task overdue

 

It would be good to see what we need to do at a glance and who we need to get back to.

 

Please let me know if something like this exists in an Add-on already.

 

Thanks!

 

Jason.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Traffic Lights / Alerts for Outstanding Actions