Hi there! This is a request coming in from the CS team here:
I'm wondering if there is a way to add a task to an account directly without having to log an activity. Currently, the only way I know of you add a task is by:
Add Activity Button
Requires you either add or edit an existing activity and then use the "Add Task" button at the bottom of the screen.
Add a CTA and then add tasks.
Is there a world where the "Create" button could include "Add Task"?
Our team uses Gainsight as their daily task list, and this would help them stack rank relevant pieces and build tasks out to work on!