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JSchiraldi
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Member since ‎Mar 10, 2021
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Jean Marie Schiraldi

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NicholasHey on January 20, 2021
Clone Tasks for Multiple Clients or Companies
I have one task that I would like to create and tag multiple Clients or Companies. I have to add an idividual task for each client or company which is very time consuming.
Reply Idea Tasks
13 upvotes
6 Replies
JSchiraldi
Participant
June 16, 2021
I have 6 tasks I want to create for every client and the only thing that needs to change is the client name and due date. There is no way to clone,...read more
Solved
JSchiraldi on June 16, 2021
Have the ability to clone tasks, import tasks or bulk copy tasks
I have 6 tasks I want to create for every client and the only thing that needs to change is the client name and due date. There is no way to clone, bulk copy or export and import tasks today.
Reply Discussion Tasks
3 upvotes
1 Reply
Solved
SmartAcre on August 22, 2018
Set a date property as "x days after" day of step
Hi, currently we are working on a new Free Trial experience, whereby users are now given 30 days to test out software and are then shut off after that period. When users sign up for a free trial, we would like to populate a Date Property that i read more
Reply Discussion
49 upvotes
27 Replies
JSchiraldi
Participant
April 01, 2021
We are trying to automate based on contact relationship status and 30 days prior to a date field and need this ability as well.
yoramschwell on May 01, 2019
Setting future dates in properties
I have a property which is a date value to tell me when something needs to happen. I want to set this date automatically in a workflow when the contact does a different action (submits a form). Currently, I can only set the field to today or a stati read more
Reply Idea Workflows
33 upvotes
11 Replies
JSchiraldi
Participant
March 10, 2021
Agreed, this would be extremely useful.
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