Problem: Custom fields added to the task layout is displayed on ALL tasks.
Solution: Admin configured task layouts based on CTA Type and/or Timeline Activity Type.
Activity Timeline Example Use Cases:
1. The CSM adds a task from a ‘Risk’ activity timeline type, I would like to be able to configure a custom task layout that only links to the ‘Risk’ activity timeline type and allows the CSM to capture ‘risk’ related information in the custom admin configured task fields.
2. The CSM adds a task from an ‘Update’ activity type, then the admin configured task layout could be more simple. Maybe just a description field along with the standard defaults.
Same for CTA’s…
CTA Type Example Use Case:
1. The CSM creates a Customer Goal and also creates a CTA and links the CTA to the Customer Goal record. The CSM chooses ‘Customer Goal’ as the CTA type. I would like to configure a custom task layout that is only linked to the ‘Customer Goal’ CTA type.
Summarize:
Admin configured task layouts based on CTA Type and/or Timeline Activity Type would create an overall improved user experience when customization is needed at the task level within each organization.
New Idea
Admin Configured Task Layouts
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