Front dashboard screen with calendar for due dates, tasks, and birthdates | Tern Feature Requests

Front dashboard screen with calendar for due dates, tasks, and birthdates

under review

Golden poppy Amphibian

I would like to suggest adding a front dashboard screen with a calendar that displays upcoming due dates, tasks, birthdates, etc. This would help in organizing and viewing all important dates in one place.

Created by Canny AI

July 10, 2024

Canny AI

Merged in a post:

Create a calendar feature in Tern

Past Barnacle

I’d love to pull up a calendar so I can see all of my tasks per week or month, with the ability to display by the alert day.

December 10, 2024

Canny AI

Merged in a post:

Calendar Needed

Existing Hawk

To record trip dates, payment due dates, etc.

For teams when that happens- for each person to input their weekly/monthly availability so we know when they are OOO. To post meetings, trainings and events.

December 10, 2024

Maximum Marten

I agree and would love to see a date countdown for trips and tasks most importantly. This really helps to keep me organized. Just showing the due date is not enough, I have no idea what day it is. lol

Buff Ant

AGREE - ESSENTIAL!!

Existing Hawk

Yes! A calendar is a must!

Quickest Ant

Yes, please! Being able to see tasks visually is so helpful. Then I can shift tasks as needed if I know I'm busy on certain dates.

Modest Ant

Yes!!!! I use this all the time in my current program.

Shamrock Ox

Yes! I've had all my clients request this feature!

Distinctive Grasshopper

TJ has this and it includes birthdays and anniversaries which I like to keep track of. It’s a nice visual to see which clients are celebrating something that month.

Official Dragonfly

Distinctive Grasshopper every CRM out there has some sort of feature (calendar/functional dashboard - my preference) that allows tracking of these things and important dates inside a booking... I am certain we will get one - but for me it needs to be sooner than later. I almost missed a Quark suite final... I have a work around but it defeats the purpose of having a CRM.

Nutmeg Trout

Something like this would be nice. It includes the upcoming trips, tasks due, client tasks, sales, etc.

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