I am LOVING the Timeline function to create a follow-up task. It's super handy as a leader to be able to delegate tasks to users.
That said, I am almost always designating a task for the CSM. I am able to assign that specific task to them when making it. However, when I go to the CTA after logging to Timeline, I still own the CTA. Sure, the CSM owns the task, but I own the CTA.
I'd love the ability to select the CTA owner just like we do the Task owner.
Assign CTAs made from timeline to task owner
Hi Ben,
Thanks for sharing this. Do you generally assign follow-up tasks to multiple users within a timeline entry (Or are they generally assigned one user)
Also, the owner of the task can close the CTA. Does that cause any issues in reporting for you?
Regards
Thanks for sharing this. Do you generally assign follow-up tasks to multiple users within a timeline entry (Or are they generally assigned one user)
Also, the owner of the task can close the CTA. Does that cause any issues in reporting for you?
Regards
I rarely assign follow-up tasks to multiple users. I have done it a handful, but not the norm. Usually it is a single task and it is for the CSM solely.
We track when certain categories of CTAs are closed, but not by who. I know we can, we just haven't had a use case for that depth. So no, that would not cause reporting issues for us.
We track when certain categories of CTAs are closed, but not by who. I know we can, we just haven't had a use case for that depth. So no, that would not cause reporting issues for us.
-Ben
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