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  1. allows tasks and milestones to be exported into exel along with their owners, deadlines, etc.

    It would be really helpful if we could export our milestones and tasks so we can pivot the data to see how many tasks are assigned to each person, or so we can sort tasks together that are in different milestones. Right now, tasks are stuck to being within milestones, so I can't see a list of all tasks together without their milestone.

    6 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Better/Faster Milestone and Task Management

      Adding, editing, and managing milestones and tasks feels tedious. Most actions require several clicks and drilling through menus, and involve 1-3 second lags while each item loads. It's disruptive when setting up or managing events to run into these, and there should be faster and more efficient ways to see and edit all of the fields.

      3 votes
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        5 comments  ·  Flag idea as inappropriate…  ·  Admin →

        Hey Nick,
        Thanks for your comment. We’re actually working on something for 2014 that will make it easier to create and edit milestones and tasks.

        Please try the following:
        In the Milestones section (Company or Race level), click the GEAR ICON and you’ll have alternatives to choose from: show tasks // do a quick edit of the milestone // add a new task (without leaving the page).

      • Re-assign milestones/tasks to one of our other open races from within another race

        It would be helpful to re-assign a milestone/task from one race to another as a result of the below. We're trying to figure out what's what and having to re-create the milestone/task under the new race template.

        We are using a race template for corporate level milestones/tasks because there isn't a way to create general milestones/tasks that aren't part of a race. I'll add this as another enhancement.

        5 votes
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          1 comment  ·  Race Templates  ·  Flag idea as inappropriate…  ·  Admin →
        • Take quick edit of milestones to the next level

          Be able select quick edit at the top of the page that would allow all milestones to open up for editing, then quickly be able to change owner, responsibility and dates.

          1 vote
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            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Allow general milestones/tasks to be created under corporate umbrella

            Provide ability to create milestones/tasks that are not part of a race. We end up creating a race to handle corporate level milestones/tasks, which is less than ideal, but seems to work okay. It's more of a workaround, but seems like there would be need for others to give the ability to create these milestones/tasks outside of any particular race.

            Milestones might include - Research corporate identity, Develop corporate website, etc.

            3 votes
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              0 comments  ·  Race Templates  ·  Flag idea as inappropriate…  ·  Admin →
            • Provide a way for a bulk upload of milestone/task updates

              is there a Excel/CSV template that can be use to bulk upload changes? OR, we have a single change across all milestone/tasks that we're having to go into each and every milestone/task to update. it would be nice to have some sort of administrator function to allow global find/replace type functionality.

              1 vote
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                0 comments  ·  Race Templates  ·  Flag idea as inappropriate…  ·  Admin →
              • Budgeting Template

                It would be really awesome if budgeting/event accounting features can be incorporated into this tool.

                16 votes
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                  0 comments  ·  Race Templates  ·  Flag idea as inappropriate…  ·  Admin →
                • 2 votes
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                    0 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →
                  • Generate reports

                    Ability to export data / create reports automatically. Would be really helpful when going through meetings.

                    39 votes
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                      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                    • Dashboard Summary Views

                      Can we have a simple Red/Green/Yellow status for each race ? We run 10 races. Right now all the milestones that are due for all the races show on the company dashboard page. As the tool evolves, you can perhaps add KPIs (key process indicators) that will show schedule, budget and resource variances.

                      2 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • Folder for organizing files

                        Ability to create folders to better organize files would be great.

                        4 votes
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                          0 comments  ·  Files  ·  Flag idea as inappropriate…  ·  Admin →
                        • Enable dependencies between tasks

                          There are lot of tasks that have Start-Start,Start-Finish dependencies. Would be great if the tool allowed users to map related/dependent tasks.

                          1 vote
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                            0 comments  ·  Race Templates  ·  Flag idea as inappropriate…  ·  Admin →
                          • Org level filing cabinet

                            Have a filing cabinet at the org level for "universal" docs

                            5 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • 6 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • recurring tasks or cloning tasks

                                would like to see recurring tasks or cloning of tasks so that the same monthly or weekly tasks do no have to be re-created each time.

                                20 votes
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                                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                • allow users to upload multiple files to tasks.

                                  Currently, users are only allowed to add one file to a task. Having the ability to upload multiple files to a task would be great as well as multiple files per comment.

                                  2 votes
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                                    under review  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Milestone Completion

                                    When completing all tasks within a milestone the milestone should be completed. You currently have to actually edit within the milestone and switch from open to complete even though milestone progress is 100%

                                    1 vote
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                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                                      We have considered how this should work and our thinking at the moment is thus:

                                      The owner of a milestone may not be the person responsible for completing the underlying tasks.

                                      If the milestone was automatically completed by the final task being checked off, the milestone would possibly fall of of the “radar screen” of the person – perhaps a manager – responsible for the ensuring that the overall milestone was done. That person (manager?) may need to review the individual tasks to ensure that they have been done completely or properly.

                                      Having said that….it is likely that we will make it easier to complete a milestone in the same manner that you can complete a task – via a check box, as opposed to having to navigate into the milestone itself.

                                    • add alpha characters to phone field

                                      cannot add extentions ie. "X301"

                                      1 vote
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                                        0 comments  ·  Address Book  ·  Flag idea as inappropriate…  ·  Admin →

                                        We will be adding an additional phone extension field shortly. By keeping numerical characters only in the phone field, it enables mobile users to click the number to dial it. Adding alphas to the phone field itself prevents many mobile devices from recognizing the number as phone number, thereby preventing “clickability”

                                      • Email Preferences

                                        Have the ability to update or change your email preferences when a something is completed, formed or updated.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                          We will likely implement the ability to turn all emails on or off, and possibly enable the delivery of a single “daily digest” email containing the day’s activity.

                                        • Import Contacts to Address Book

                                          Directly import contacts from your Address Book, Gmail, CSV file

                                          2 votes
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                                            1 comment  ·  Address Book  ·  Flag idea as inappropriate…  ·  Admin →
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