The task creation process in Act! hasn't changed in many years and is in need of a refresh to meet the expectations of today's users.
To aid managers get a better overview of work being done:
The original creation date of a task should be permanently assigned to that task. At the moment if a task hasn't been completed there's nothing to prevent people rescheduling that task, at which point the Create date is updated as well. It's therefore possible to constantly put off completing tasks without a manager being aware. We do need to retain the ability to reschedule tasks, but I would like the date it was originally created to be recorded and visible.
Make "Erase tasks" a management only option as we do for Delete Notes and History.
Include a Days Open field to make it visible how long a task has been in the system.
Include a Days to Completion field which reports the number of days between the start of a (rescheduled) task and the completion of that task.
To increase the value of the data in the task list - upgrade the Schedule Activity window.
Create a Schedule an Email task as standard.
Provide editable fields within the Schedule Activity window, so if you want to add "mileage", "Travel Cost" or other information, you can.
Allow the merging of other fields from Contact, Company or Opportunity records, for example Address details or ID/Status.
Redesign the user interface of the Schedule Activity window so that most of the information is on a single page, not four tabs. (Why is Details on a separate tab?)
Allow picture fields, so that you can have a picture of the person you are meeting in your task list if so desired.
Activity Types to be displayed as WORDS, not icons in the Activity Tab and Task List for ease of sorting in Excel.
Export to Excel should be available in the Activity Tabs (eg in Contact records) not just in Task list.