Ability to have a Rich Text Field for Task Descriptions
under review
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Cole Weir
Change the "tasks" description field into a Rich Text Field so clickable hyperlinks could be added to it, and the ability to Tag other users in the account in the description so that multiple users can collaborate on a task.
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C
Chris Lee
Any update in this?
K
Keith Besherse
Hello Pallavi Kothari,
The most important thing is the ability to add a couple link fields to the Task object.
At minimum a Yes & No field for this use case:
As described in the original request by Cole Weir:
A couple task link fields (with the ability to use the Trigger Links drop down).
A task collaborator ("follower" is the term used in Opportunities) field in addition to the Assigned to field.
Shivam HighLevel, Core Platform, Sales & Marketing
Brian Stearman & Ali Turner - does this meet your needs?
K
Keith Besherse
Chase Buckner, the use case in this video by James Hurst (ddxweb) is the reason I asked whether fields for task related websites would be included in the Task element.
K
Keith Besherse
Pallavi Kothari, thank you for merging in the duplicate suggestions.
Shivam HighLevel, Varun Vairavan, Shaun Clark
K
Keith Besherse
Would also be nice to add rich text for Notes. Core Platform & Sales & Marketing, Does that need to be a separate suggestion? Is it a totally different team? Susmitha Damarla
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Pallavi Kothari
Merged in a post:
Clickable Link In Tasks
B
Brian Stearman
It would be nice to have links within a task to be a clickable link using HTML or the ability to have trigger links within a task to trigger other actions. The use case for this is being able to have a form link in the task to ask how the task was handled. Then be able to trigger other workflows based on the outcome of the task.
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Pallavi Kothari
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Pallavi Kothari
K
Keith Besherse
Support rich text html in tasks.
Allows for use of text formatting.
But most importantly - allows for use of Trigger Links within the task so we can have actions taken by the user assigned to the task.
At this time our clients/users must exit the operating system/platform/web app (HL/LC) and go to their email.
I'd like to get the business owner doing all of their routine tasks inside the platform.
See this example of how it must be done today:
Thanks James Hurst!
I'm sure Ray O'Daniel and Adam McInnes have similar videos.
Patrick Allmond, Alastair Macartney, Jesse Taylor
Sales & Marketing, Core Platform, Shaun Clark, Varun Vairavan
K
Keith Besherse
This version of the request has been under review for 1.5 years...
K
Keith Besherse
Aaron Oliver, The work around in the video by James Hurst (ddxweb) is what I am trying to see if there is a way to keep the activity inside the platform instead of pushing our customer/client to SMS or email then back into their account.
K
Keith Besherse
I deleted the requests to merge in additional versions as this has been done.
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Pattern Trader Support
Would be helpful
R
Ronak Ganatra
Yes, having links be clickable would allow users to seamlessly complete tasks that involve accessing a 3rd party site/resource, ideally in the title, without having to open up task details
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Bill Quigley
I was just searching to this if this can be done. Would be a great feature to link to videos for Tasks
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