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New Idea

Task Creation from Dashboard Reports

Related products:CS Cockpit & Playbooks
sai_ram
andreammelde
  • sai_ram
    sai_ram
  • andreammelde
    andreammelde

scott_496fa0

My customer would like the ability to create tasks from the My Portfolio or Customer health type of reports in a Dashboard. The use-case is during 1:1s managers would like to easily be able to go through each account and add the task from a dashboard view instead of having to open each C360, navigate to Cockpit to then create the task. Can we consider an enhancement request to accomplish this?

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