Does anyone have a solution for showing details about tasks in the deal view? Our team would love to be able to look at their list of deals and have a column that shows the due date of the next task associated to that deal.
Something like this:
Hi @acarbonneau,
Have you considered using the “Next activity date” property? It would also include meetings and other upcoming activities but is the best default option.
The next task date would, as of my knowledge, require a custom coded solution.
Best regards!
Thank you! Yes, the next activity date works well for this use case!