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Explorer ⭐️
January 22, 2024
New Idea

Ability to add manual tasks to manually created CTAs during the CTA creation

Related products:CS Cockpit & Playbooks
  • January 22, 2024
  • 1 reply
  • 26 views

Currenctly when creating a manual CTA the only way to add tasks is by accosiating a playbook. If I want to add custom taks the CTA needs to be saved and reopened before that’s an option. It would be nice to have the ability to add custom manual tasks while creating the CTA to avoid extra steps of having to save, close, and reopen the CTA. 

1 reply

kstim
Helper ⭐️⭐️
January 22, 2024

Great idea - I just realized this last week so what a timely request!