Last night we launched one of the top feature requests: “Public Tasks”. Just a note: “Public” doesn’t mean everyone on the web, it means all the users in your Highrise account.
Before
Prior to the launching this new feature, the only person who could see a task was the person it was assigned to (the assignee) and/or the person who assigned it (the assignor). If you weren’t one of those two people then you wouldn’t be able to see it. You basically couldn’t see what other people had on their plate—you could only see what you had on yours.
After
Now you’ll find a checkbox when creating/editing a task that says “Let everyone see this task.” Checking this box makes the task visible to everyone in your Highrise account. So if you have a task to get done, and it’s not private in nature, you may want to check the “Let everyone see this task” so everyone else can see what’s on your plate. It’s entirely up to you.
You’ll see that “Let everyone see this task” is checked in this example. Once I save this task anyone will be able to see it. Unchecking it would make the task private (only visible to you).
New and Improved Tasks tab
When you visit the Tasks tab you’ll see a pulldown right after “Tasks for” in the light blue header. You can pick someone’s name from that list and see all the public tasks they’ve been assigned. If you click the “Completed” link in that same header you’ll also be able to see the public tasks that person has created.
Public tasks show up in the sidebar too
Your Dashboard task list only shows tasks assigned to you, but if you click on a person, company, or case, any tasks marked “Let everyone see this task” will be listed in the sidebar.
In this example you’ll see there’s a task assigned to David and a task assigned to Ryan. These are both visible to anyone on Chris Davis’ page because these tasks were marked “Let everyone see this task”.
We hope you like it!
This feature was tricker to implement than initially estimated, but we’re thrilled that we’re able to finally release it. We certainly hope you find it useful. We hope it allows you to get a better overview of who’s working on what, who’s responsible for what, and who’s completed what.
