Hub Feed filtering and bulk rescheduling by workflow / task
D
David Shotwell
Hub feed would be much more useful if we had the ability to filter by workflow or task. When certain dates hit, dozens of client tasks may come due at once and we need to triage when we're going to work on certain workflows. When everything shows in Hub Feed it is impossible to prioritize. As part of filtering, it would be ideal if we could bulk - reschedule all tasks for a certain workflow to a time we have set aside for that task. For example, if we have 100 client reminders to perform a workflow task such as reviewing their portfolio model, and have set aside time next Tuesday to do that task for all those clients, we could reschedule all those task of the same type to the same time/date.