Have delegated targets reappear in Start My Day for followup when due to be completed.
Like many of you, I leverage as much of my time as sensibly possible in order to get as much out of my day as possible. But once delegated, I find it is sometimes difficult to remember what all was delegated and when to check the Delegation Station to determine task followups.
It would be great if there were a module for "Leveraging Followup," in which any D.S. items would automatically appear in S.M.D. and ask if you would like to add a followup with the person/people to your Daily Targets (or just complete the target yourself or change the followup date).
I know for me this would help better organize my following up with employees, etc in a timely manner. If you agree, drop a few votes so we can raise this one up the list for Mark!
Augustine Iacopelli
shared this idea
Start My Day now includes a small “button” in the upper right corner above your Brainstorm list labeled, “Delegation Station Alerts”.
Delegation Station Alerts, when clicked, opens a consolidated view of your Delegation Station, designed to show you:
- Tasks that have been delegated but not yet accepted/declined.
- Tasks that are due within the next seven days.
- Tasks that are overdue.
Delegation Station Alerts should help better organize your ability to follow up with incoming, outstanding, or overdue tasks.
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JR East
commented
For anyone with a team, this is probably the most valuable feature that Simpleology could add. I personally have 7 managers that report to me... I delegate a ton to them all day/every day. It would be so nice to have a more efficient way of following up with them... and this feature request I believe would accomplish this. Additional ideas:
1. New project input into system
2. Tasks for the project are assigned to resources:
a. When the task is assigned, a mandatory “follow-up” date field and notes section (outlining the action taken at the follow-up session) pops up or is displayed on the form (I don’t know how the programming can be done… so I have to assume that both are possible).
3. Reports can be generated by:
a. Manager
b. Date range
c. Past Due “Follow-ups” /by manager/etc
4. The system should allow us to reassign the task to someone else at any point in the process (most likely a simple feature currently enabled in NetSuite) – then, upon reassignment – a new follow-up entry is required.
5. Once a follow-up date has come, new mandatory follow-up date/notes must be entered. (Mandatory follow-up date/notes must be entered all the way until the time that the task/project has been completed.