We have a lot of CTAs for each account and within a CTA there will be multiple tasks assigned to different people. We would like everyone to be able to communicate to each other, and other people, by @mentioning each other in the comment section of a specific task.
Example: If I assign a task to 1 person and he needs to give me an update, he would write @harris in the comments section. Then if I have another task assigned to someone else, they could do the same thing.
This is better than having them assign me a new task, for which I would be notified the following day. It is also better than having to use chatter to comment on the overall CTA where everyone can view it.
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Need this! Thanks Gainsight. 🙂
Did this ever get built?
Hi Colin,
We have added a CTA level timeline. You can add follow-up tasks in the timeline activities/ updates and assign them to multiple users.
We also plan to add @mention feature in it. It is in our short term roadmap.
Thanks,
Nitisha
We have added a CTA level timeline. You can add follow-up tasks in the timeline activities/ updates and assign them to multiple users.
We also plan to add @mention feature in it. It is in our short term roadmap.
Thanks,
Nitisha
Hi Harris, @mention functionality is implemented in Timeline.
Please refer to this article for more information.
Please refer to this article for more information.
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