Hi everyone, I’d like to create a repeating “To-Do” Task for every sales rep that’s titled “Sales Weekly Summary”. It shows …

Hi @AWhite50 , Currently all workflows handle records – there aren’t any workflows that don’t enroll and deal with records. S…

Thanks, that’s a great idea Karsten. If I go that route, I’m trying to figure out how I would be able to report on the task …

Hi Karsten, I decided against adding the reporting component as one of our leaders wants to see the responses without having …

Create Repeating Task with Workflow NOT connected to an Object

karstenkoehler May 31, 2023, 4:23am 4

There isn’t any image attached to your post. Can you please try uploading again?

Best regards

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