Unified task creation and management experience

jwebster_pt

Currently there are multiple ways to create and manage tasks, that yield different experiences. We discovered this inconsistency because our current deal workflow involves sales creating a task and assigning it to a technical presales engineer, and placing the task in the technical pre-sales shared task queue.

 

Creating tasks

1.a. Create the task from Sales > Tasks > Shared Task Queue > Click "Create Task" Button

This brings up a form,
Assigned to: not yourself

Task Queue: Technical Presales

1.b. Click Save

The task is created, assigned to the right person and task queue (YAY)

 

2.a. Create the task from Sales > Tasks > NOT a Shared Task Queue > Click "Create Task" Button

This brings up a form,
Assigned to: not yourself

Task Queue: Technical Presales

2.b. Click Save

The task is created, assigned to the right person and task queue is None (booooo)

 

3.a. Create task from the Deal > "Tasks" icon

This brings up a form,

Assigned to: not yourself

Task Queue: Technical Presales

3.b. Click Save

The task is created, assigned to the right person but the queue is set to None (booooo)

 

The above experience happens from any record where you can click the "Tasks" icon.

 

Managing tasks

We just created the task the wrong way and want to fix it

1.a. do it from Sales > Tasks > a Shared Task Queue

1.b. hover over task title and click "Edit"

This brings up a form,
Assigned to: not yourself

Task Queue: Technical Presales

1.b. Click Save

The task is created, assigned to the right person and task queue (YAY)

 

2.a. Do it from Sales > Tasks > NOT a Shared Task Queue

2.b. hover over task title and click "Edit"

This brings up a form,
Assigned to: not yourself

Task Queue: Technical Presales 

2.b. Click Save

The task is assigned to the right person and task queue is None (booooo)

 

3.a. Do it from the Tasks view of the related record

Just kidding, the queue is greyed out and says it can only be set if you are the task owner

 

Our goal is to set the task queue from all the places, and also be able to edit it from all the places.

If that isn't an option, we would like the task queue to be greyed out where it will not save successfully to avoid confusion.

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