Hi everyone,
I’d like to propose a new feature that allows configuring columns dynamically based on the user’s role and the task type. This would improve usability by ensuring that users see only the most relevant information for their specific responsibilities.
Use Case
Currently, all users see the same set of columns in task or case views, regardless of their role or the type of task they are handling. However, different roles prioritize different data points. For example:
- A claims handler might need to see claim status, customer details, and recent activity.
- A finance team member might need payment status, invoice numbers, and due dates.
- A field agent might require only location details, customer contact, and scheduled times.
Having a configurable column view would allow each role to focus on the data they need without being overwhelmed by unnecessary details.
Proposed Solution
- Introduce a configuration setting where columns can be customized per role and task type.
- Allow administrators to define column visibility through a settings panel.
- Support predefined column layouts for different task types (e.g., "Claims Processing" vs. "Payments").
- Optionally, allow users to further personalize their views within the limits set by admins.
Benefits
✅ Improved efficiency: Users won’t waste time filtering through unnecessary data.
✅ Better focus: Each role sees what’s relevant to them.
✅ Flexible & scalable: Works across multiple teams and task categories.
Would love to hear feedback from the community! Does this align with your needs? Any additional considerations?
Thanks!
