Customer is creating Playbooks and they are using three broad types of tasks: Email, Calls and internal tasks.
They feel it would be helpful to see a category within Tasks to incorporate Calls and Internal Tasks.
Incorporate a Category in "Task Type" in Playbooks
+1
Hi Michael,
Is 'Task Category' a custom field which they are creating in Task object?
Right now, we don't show Task custom fields in playbooks but improving this is in our short term roadmap, tentatively Winter release.
Thanks,
Nitisha
Is 'Task Category' a custom field which they are creating in Task object?
Right now, we don't show Task custom fields in playbooks but improving this is in our short term roadmap, tentatively Winter release.
Thanks,
Nitisha
+4Adding a +1 here for another customer I've been working with recently - with the additional details for a common use case:
1. "Task type" is a custom picklist field added to Gainsight's CSTask object, and then mapped to the "Type" field on SFDC Task via our Cockpit Config tasks page. That all works well already.
2. Because Task Type is a commonly used field for reporting, etc. on Tasks, add this to the layout when creating Playbook tasks -- for people auto-sync'ing to SFDC, a given playbook may have 2 To-Do's, an email, and a phone call.
Currently, there's no way to allow that custom field to appear in the Playbook Config area -- the CSM has to change the type on each task individually when the playbook appears with a CTA in their cockpit.
On the list for an upcoming release already? Under consideration? See also my earlier post to an internal thread . . . thank you!
1. "Task type" is a custom picklist field added to Gainsight's CSTask object, and then mapped to the "Type" field on SFDC Task via our Cockpit Config tasks page. That all works well already.
2. Because Task Type is a commonly used field for reporting, etc. on Tasks, add this to the layout when creating Playbook tasks -- for people auto-sync'ing to SFDC, a given playbook may have 2 To-Do's, an email, and a phone call.
Currently, there's no way to allow that custom field to appear in the Playbook Config area -- the CSM has to change the type on each task individually when the playbook appears with a CTA in their cockpit.
On the list for an upcoming release already? Under consideration? See also my earlier post to an internal thread . . . thank you!
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