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Question

Pipeline Due Dates

  • January 31, 2024
  • 3 replies
  • 20 views

Taylor Gray

I’m a photographer- so it would be amazing to be able to have a more hands-on and customizable Pipeline where we can set due dates to alert us, for example- gallery due dates for each project, culling galleries for each project. 

 

Example: Project #1 - I can set a “cull by due date” a gallery due date and get notifications and alerts to help stay super organized, and on top of client experience! 

 

Even for non-photographers- to create a to-do checklist almost- so we can go in there and check off that we “blogged” or “posted to pinterest” etc 

3 replies

Cassie H of Premier Ops Spot
Community Legend
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Hi @Taylor Gray ! Could you add these tasks as part of an automation? You can attach different automations to different project types!


Kait former community manager
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NewRequest received

Taylor Gray
  • Author
  • February 12, 2024

Hi @Taylor Gray ! Could you add these tasks as part of an automation? You can attach different automations to different project types!

Great idea! I will have to look into that! Thank you!