When manually assiging a CTA or Task to someone, it would be very useful if we could leave a note for the person. This would allow us to explain why we’re assigning it to them and to provide additional info if needed.

Currently, to accomplish this, it would be a tedious 8-step process of leaving an ‘’Update’’ activity in the Customer’s Timeline.

Example: 

1. From Cockpit, click on the CTA.
2. On the right-hand-side CTA menu, click on the Timeline tab.
3. Click on + and select the Update activity type.
4. Enter notes and include a Subject.
5. Click on Log to finish.
6. Click the Assignee photo
7. Choose the new assignee
8. Assign all tasks