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sagan_sherlin
sagan_sherlin
Helper ⭐️⭐️
February 14, 2018

Enhancement. The ability to change the (CTA) Type of the Task created from Timeline.

  • February 14, 2018
  • 8 replies
  • 133 views
Right now, if a user creates a Task from a Timeline Activity Entry - the Type defaults to Activity.  It would be awesome if we had the ability to change this!  This way the proper reasons could be displayed and associated with the correct Type.  (Of course the user can create a CTA and accomplish this - but a lot of our users like posting in the Timeline and reviewing items in there.  So adding the additional feature of being able to change the associated type from a task created in the Timeline, would be amazing!)

      8 replies

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 15, 2018
      Hi, Do want CSM to choose the default entry while creating the task ?
      (or)
      Do you want to edit the default Task type. This is possible. Administration > Call To Action> Change the type here.

      NOTE: Existing Task type cannot be changed.

      Thanks for posting 
      sagan_sherlin
      sagan_sherlinAuthor
      Helper ⭐️⭐️
      February 15, 2018
      Hi Sai!

      We would like the CSM's to be able to select the CTA Type at the time of creating the Task from a Timeline Activity.  Or the ability to change the CTA Type after it's been created.

      GSS
        manmeet_dosanjh
        manmeet_dosanjh
        Helper ⭐️
        February 15, 2018
        +1 for this request
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        March 22, 2018
        Hi Sagan, Got the Context. 

        we will definitely consider your request based on More number of Me too's from other customers.
          sagan_sherlin
          sagan_sherlinAuthor
          Helper ⭐️⭐️
          March 26, 2018
          Thank you Sai! 🙂
            colin_burns_c26524
            colin_burns_c26524
            Contributor ⭐️⭐️⭐️⭐️
            June 4, 2018
            We are hearing this from our SMs, also. They want the ability in a Timeline to then create CTAs for other activity. Say they are in a meeting with a customer and hear of something, they want to in the recap in Timeline, then fire a CTA based on what they heard.
              sagan_sherlin
              sagan_sherlinAuthor
              Helper ⭐️⭐️
              July 2, 2018
              [i]Bump. Just wanting to try and get this in front of more people! 🙂
              maya_peterson
              maya_peterson
              Contributor ⭐️⭐️
              October 11, 2018
              +1
              My team is in love with timeline and would like to be able to select the CTA Type at the time of creating the Task. It would be even better if they could also assign a playbook to the task at the same time of creation.
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