Adding New Task button at the top of the screen

samgrzyboski
New Contributor

It would come in very handy to add a New Task button at the top of the customer profile where the options for Create Project, Build Estimate, and Sell Membership is located. In order to create a task it needs to be in a job, but often times we need to create a task independent of a job and have to leave the customer profile altogether to create a task which adds up quite a few clicks and you lose your place within the profile to do so. Would be a nice addition to save time and add to ease of use.

2 REPLIES 2

gotobrandi
Contributor II

This would be very convenient.

baraica
Community Moderator
Community Moderator

Hey Sam, this is a great idea! The best place to post this is going to be on our ideas page. (https://community.servicetitan.com/t5/Ideas/bd-p/ideas)

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea! 😄

Engagement Manager
ServiceTitan Community Team