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Assignments & Courtesy Copies

Showing 40

Checklist Assignments

I know you can assign individual checklist items, but I think user should also be able to assign the entire checklist to a user.
Brendan Radich about 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Central Assigned Tasks Module

I would love to see all of the tasks/items assigned to me and their due dates in a list for all the projects within a porfolio.
Guest about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 1

Add functionality to identify Assignments made to other companies/individuals

Assignments is a great function that allows us to NOT have to create separate action item lists. The issue is that we need to be able to report on Assignments made to other companies and individuals. For example, we have meetings with our Owner, o...
brian penner about 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 1 Future consideration

It would be nice to have the list off ''assigned to me'' on the Portfolio level.

With that, we are not going to surface throw the entire list off projects to know which new assignments we have.
Guest almost 4 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Bulk add or Delete CC or Assignees

Currently you can Bulk add assignees or CCs but you cannot bulk delete the assignees or CCs. Can an option be added to manage your CC or assignee list to allow many assignees or CCs to be deleted at once from a particular record?
Henrick Malpica over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

The Assigned To "Check" is hard for new users

The check being there in Black does not communicate the need to click to turn Green on completion. No one gets this by looking at it - If this was an Open Check Box - or a Checkbox with a faint grey Check - this might communicate that there is an ...
Benjamin Crosby over 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Ability to add more than one responsible company

Client request: Can we have more than 1 responsible company?
Guest almost 5 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0 Future consideration

Distribution Lists when Assigning or CCing

Only one person can be selected at a time when assigning or courtesy copying. It is extremely rare that one person will be selected for these; distribution lists or multiselect (before the contact pop-up closes) should be an added feature
Guest about 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Distribution Lists in Courtesy Copies Field

We would like the ability to quickly add all members from a distribution list by showing the distribution lists in the pop-up contact selector. Clicking a distribution list should add all the lists contacts.
Brendan Radich over 2 years ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Add column for assignment due date

It would be helpful to have the ability to add a separate column with an assignment due date since this can be, and often is, different than the record due date. Even more efficient, the assigned due date could be displayed in the "Open Assignment...
Kenani about 1 year ago in PS Web App & Platform / Assignments & Courtesy Copies 0

Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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