Link folders and lists to tasks. | Voters

Link folders and lists to tasks.

Donald McGuinn

I develop websites and when I sign a new client, I make an entire folder for the project and then have lists for each step of the project underneath.
I keep track of all clients in a completely separate list so i know costs, status, contact info, etc. 
Can we have the ability to link folders and lists to tasks? And not just being able to link tasks?

September 9, 2019

Pâmela G. C. Pinheiro

I need this for my workflow!

Daniel Schlichter

Pretty good idea.

Hakim Parr

This would be helpful in many scenarios.

Guy Mannerings

This would be really helpful. Especially given things like Rollup fields.

Mykyta Skibinskii

Guys, we are looking forward)

Josué Fernandes

I really need to be able to link one or more lists to a task, or one or more folders to tasks. This will make it easier to relate a group of tasks, schedule, etc., to a specific task. For God's sake, this is kind of basic!

Arne Spremberg

we. need. this. - another reason for us to currently consider switching to Jira. In my project sheet I have a task for the development of all modules, as well as a task für QA/QC. In my module sheet I list all modules. In my QA/QC sheet I list all bugs etc. I need to see in my overview how far evolved those lists are. I need to accumulate their sprint points and time tracked. this is a huge blocker for us.

Laurence Carey

This would be so helpful. When a lead is converted into an account it sits by itself with all other clients and it would be great to then have all the tasks which are created in a new list linked to that account.

The primary reason is so that you can track email communication for that account like what most other crm's offer meaning you can see all communication and tasks done on that account in the future.

Below is our process to explain

Lead created
Lead/Deal converted
Lead is saved in accounts with all information
A new list is created with tasks created for the client on an ongoing basis

Currently as the list is not directly linked to the parent lead/deal you cannot see the things which happen moving forward so it would be great to have information from this new list linked with the deal/account.

Andrew Thompson

Any dev update on this?

Yari

THIS! Where is it? It's been 5 years.

The way it would be useful to me is having the deliverable folder and/or list linked to a task for reference.

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