Phases/Milestones: Add Calendar Filter Tab and More Functionality
I would like to request that a calendar filter tab be added for phases/milestones (beside projects/orders on the left side pane, attached screenshots 1 and 2 illustrate this). This list of phases/milestones would be connected to the phases/milestones left side tab in a project or order (illustrated in screenshot 3). The idea would be for it to be a drop down to select from instead of the current setup where you type it in so that the naming is uniform as opposed to the current setup of typing it in (illustrated in screenshot 4). We will need to formalize a list of phases/milestones for you to do this of course. We would also want these phases/milestones to have some sort of unique identifier when showing up on the calendar to differentiates one projects phases/milestones from another to avoid confusion between them. In a perfect world I would also like to have these phases/milestones be columns that are sortable in My Portal.
Can we start with the below list and then add to it later on if we determine that more are needed?
Rough Cut, RC to Client, Fine Cut, FC to Client, Picture Look, Final Delivery
Comments
Thank you Bryan. We are in discussions regarding enhancing the functionality of Phases/milestones and see how useful this Tool has become to users. Your thoughts and feedback are being forwarded on to the Product Team for that Function and you will be kept up-to-date as they get legs. Warm Regards, Randi @ Showmgr Product Team
One quick follow up after realizing that I left out one note. Screenshot 5 is the reference image for the final note from my above post (sortable in my portal like the start and end dates show up currently). "In a perfect world I would also like to have these phases/milestones be columns that are sortable in My Portal."
Apologies for the additional notes after the fact. One final thought is that we would also like to be able to configure alerts for these phases/milestones ideally. Thank you!
All great suggestions @... Thanks for taking the time to include screenshots too. That makes it much easier for our product team to visualize your idea! Feel free to keep building on your idea here in the comments if you can think of anything else.
If we need any further clarifications, as Randi S said, we'll be in touch!
Keep the ideas coming!
ShowMgr Support Team
Hi Jane/Randi,
Just wanted to check in and see if there are any additional questions that I can help answer on this to help further things. Please let me know if so. I am happy to explain/test/talk through questions because I feel like this will be super helpful. Thanks!
Bryan Nolde
Thanks @... I'll touch base with the team and see if they need any extra info. Much appreciated for following up!
Please sign in to leave a comment.