I like having the ability in my Home Focus to create custom sections and move Reminders, Checklist tasks, and Records between those sections. What would be a welcome addition would be some light automation or logic to allow those items to move between sections automatically.
For example if I have a section for “Overdue” can the platform automatically move an item on my focus list to that section when the due date passes?
Hi @joelhall,
thank you for your feature request! I would like to have this feature as well, we already did the conception for it during the development of the automations but then due to higher priority on the general actions and other features we had to put it on the automation roadmap.
I’ll re-evaluate in the context of the new permissions and get back to you here.
Thanks again
Leo
I completely agree. In fact, @Leo this is something you and I discussed awhile back. I understand that with the unfiltered ability to add any text label to a section on the focus screen, it is hard to program the ‘rules’ for knowing what criteria would place certain actions into those different sections. But I’ve seen this cause confusion for multiple people using the Focus screen in tape (myself included)
Just a bump here…the need for this feature came up again for some of my users recently and I’d love to see improvements here
Thanks for the further data point @CarsonRedCliffLabs, it increases the priority on the roadmap for us!
My whole team would benefit from this as well 
@Leo - Bumping this again. This is an ongoing issue which causes confusion for basically 100% of new users that I help onboard into Tape. I actually considered posting this as a Bug/Issue report beyond just a feature request here.
This past week I’ve been helping a whole sales team onboard to a new B2B CRM on Tape, and multiple people have been exasperated that the default sections on the focus page include “Due Today” and “Due Next Week” - but then the items they schedule on contacts/accounts throughout the system do not automatically appear in the relevant sections.
“Why does the system give me a ‘Due Today’ area, but it doesn’t show the items that are indeed due today? You mean I have to manually drag them into that do today bucket even though I already put a due date on the task?!? This feels like extra work, isn’t this system supposed to make my work easier?!”
…this is a conversation I’m sick of having. Anyone else agree?
At the very least, could we please have the default section labels on that Focus Page that automatically appear for all users NOT be these time related titles?
It seems like we are calling out system weaknesses by putting that label there and then having to explain that the due dates have no actual impact on the section listings.
I think we could use defaults such as “Low Priority” or “Collaboration Required” as sections to drag certain focus tasks too. But don’t make every single user face frustration first, then delete out what is defaulted as a section.
sorry, rant over.
Thank you so much for taking the time to share this detailed feedback. I totally understand your point, and I can see how this creates confusion, especially when you are onboarding new users.
In the past, many potential new customers were blocked by other missing features like Forms, the new Record experience, and Mobile. That’s why we first focused on those areas to help more teams get started with Tape smoothly.
I agree that maybe a simple solution like renaming the default section titles to something more neutral like priorities could be a good low-hanging improvement. I actually looked into this briefly some time ago, but noticed that most tools on the market with something similar like our focus use very similar default wording for the sections, even if it’s also not automated.
But your insights make a lot of sense, and I will take this back to the team to review it again in more detail.
Thanks again for sharing! Feedback like this really helps us make Tape better for everyone. I’ll keep you posted when I have updates.
Cheers,
Leo
To add even more context here…
This requested improvement for ‘smarter sorting’ or logic with the Focus page could solve even more frustrations that have been expressed by users recently.
This particular system example includes an “Account” record which is like the top level ‘parent record’ of an entire corporation. Within that corporate file there may be multiple related Roof Top Records, and various related ‘opportunities’ in either a Closing Pipeline or a Solution Pipeline. All of these are tied back via relationship fields to the same master parent “Account” record.
Each of the sub-records have their own “Next steps” checklist fields. But this makes it hard to see a single overview of all outstanding promises or next steps that have been scheduled for all the moving parts within a single corporation.
If the Focus Page could include an ability to set Sections based on the related items…this could potentially allow for any next step listed on any related record, to then automatically appear grouped together under a Focus Section set up for that parent account record. Thus making it possible to see at a single glance, all the outstanding next steps scheduled for the whole account.
Right now this can only be done by manually moving/sorting every single checklist item or by building extra automations. But the way checklist fields work, it is hard to get this even using automations or calculation fields to display a single summary of all incomplete checklist items throughout the system.
thanks a lot for sharing this additional feedback, it’s always super valuable to get your perspective!
With the new checklist field that we’re building as part of the upcoming record improvements, we’ll have a great opportunity to bring in many of the ideas and requests we’ve been collecting. Your points about Focus definitely fit into this bigger picture. Of course, the scope will depend a bit on what we can deliver in the first iteration versus what we tackle in later steps, but Focus is an area where we clearly see many valuable optimizations.
Your idea to group all open checklist items by record is really great, as it would provide a clear overview of everything outstanding across related records. That kind of view feels like it would make the Focus section far more powerful and practical in day-to-day use. We’re also thinking about more flexibility with checklist items overall — for example, being able to create checklist items anywhere and freely link or re-link them to records. Together with lessons we’ve learned from the past, this should help us achieve a completely new experience here.
Since I know you’re one of the heaviest users of checklist fields, sub-tasks and reminders, I’ll definitely come back to you once we have concepts to share. Your input will be key to making sure we’re heading in the right direction.
Thanks again for taking the time to share your ideas, collecting these early really helps us aim for the best possible outcome in the long run.
Best
Leo