Dashboard / Quick Add: Feedback to rework combo-selector for client, project and task

[nielsgeo]

Hi,

Thanks a lot for development of this great and handy tool! One suggestion for improvement:

I like the two new dashboard quick add features. However, it can be tricky to find the correct categories in case of new activities for the first time. Before the recent changes it was very easy to see an overview of all clients, projects, and tasks to find the best fitting one. Since recently it is necessary to know a fitting keyword to be able to select the correct categories. It would be great to include both versions e.g., by integration of a button to switch to a list of clients / projects / tasks in case needed. Default view should be as it is now.

Excited what others think...

[te-online]

Hey @nielsgeo

Thanks for your feedback 👍

I totally get your point and I'd like to iterate and improve more on this feature.

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My plan is to add two buttons in the bottom of the popover: "See all" and "Add new"

"See all" would bring you back the old list of all clients, projects and tasks to make it easy to discover items you don't know the name of.

"Add new" would enable you create a client, project or task directly from within the Quick Add area.

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Would these two buttons address your use case? 🤓

PS: When I say "old list" I don't mean the old design, but basically the new search result design, but without entering a search term, simply showing all items.

[nielsgeo]

Thanks for your quick reply! Sounds great, these buttons will meet our requirements perfectly.