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GHyman1
Member

Open Task directly from hyperlinked title

SOLVE

When I click on the hyperlinked task title in tasks view I am taken to either the ticket the task is on or the contact associated (I can't see the pattern) the I have to search through the tasks on that Index page (is that what it is called) to find the task and open it in what i call an Activity view (i.e. you can add comments). From the Tasks list you can click on the Edit box that pops up when you hover over the task title, but this view doesn't include the comments facility.

Of course, this faciltiy should also be possible in the daily Task reminder email, but the only link on that is to the Tasks report.

0 Upvotes
1 Accepted solution
AutomationStrat
Solution
Participant | Partner
Participant | Partner

Open Task directly from hyperlinked title

SOLVE

@GHyman1  This may work if you have't tried it: To access the full task activity view with comments directly, you can navigate to the contact, company, or deal associated with the task. Then, scroll to the "Activity" tab on their record where tasks and comments are listed. This way, you avoid searching through multiple tasks manually and can more quickly access activity details and comments.

 

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AutomationStrat_0-1759233281958.png

 

AutomationStrat_1-1759233281960.png

 

 

Andrew Page

Managing Partner

Automation Strategy Group

Sales and Marketing Automation Consulting

View solution in original post

0 Upvotes
2 Replies 2
AutomationStrat
Solution
Participant | Partner
Participant | Partner

Open Task directly from hyperlinked title

SOLVE

@GHyman1  This may work if you have't tried it: To access the full task activity view with comments directly, you can navigate to the contact, company, or deal associated with the task. Then, scroll to the "Activity" tab on their record where tasks and comments are listed. This way, you avoid searching through multiple tasks manually and can more quickly access activity details and comments.

 

--

AutomationStrat_0-1759233281958.png

 

AutomationStrat_1-1759233281960.png

 

 

Andrew Page

Managing Partner

Automation Strategy Group

Sales and Marketing Automation Consulting

0 Upvotes
STierney
Community Manager
Community Manager

Open Task directly from hyperlinked title

SOLVE

Hey @GHyman1 - thanks so much for posting in the Community!

I can definitely understand the value in this idea, for which I highly recommend posting it in our Ideas Forum! This would allow other Community users to upvote your idea and act as a direct line of communication to our Products Team as they continue to work on features and services most valuable to our customers!

Once you post your idea, feel free to link it here - I'll be more than happy to upvote it for you!

Shane, Community Manager





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0 Upvotes