XPM - Ability to schedule tasks
An easier way to schedule tasks. A lot of my clients create annual jobs with lots of tasks and want to be able to schedule tasks in the same way you can allocate staff. You hit a button and schedule all the tasks in a list with assignable start and due dates. I have more than 40 clients that I am doing implementation and training and XPM support for, and all of them has asked me for an easier way to do task scheduling.
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Catherine Rice
commented
You need to get Link reporting. You can edit task dates, allocation etc way faster. It syncs with XPM.
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Julie McDiarmid
commented
We have just moved to Ignition Billing and this creates an annual job covered by the agreement. I basically need to be able to allocate Q1 BAS start date and due date etc but right now I have to do every single task 1 by 1. I had hoped that labelling might have helped but you can't even list tasks by chosen task rather than all of them. As I currently have 282 jobs that need to have 4 BAS allocated and scheduled I am slowly but surely losing my mind
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Karen Bennett
commented
Would also be helpful to have a clearer calendar view screen without other information cluttering it.
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Elise McKinnon
commented
Bulk update/schedule tasks! We just started with XPM, integrated with Ignition and created our workflow, however we have over 500 tasks that we need to edit dates/schedule and can't do this in bulk.