Task templates for common tasks | Templates

Task templates for common tasks

shane mccormick

Ability to create templates for tasks so people can just pick from a drop down. Great for tasks that are common and repeated often.

HIGHLVL-I-3812

June 10, 2021

Kaysie Nielson

Could really use this

Jessica Sewell

Please give us this!

Zach Barbre

This would be excellent and would help out our workflows significantly. We could have a task template based on the type of contact/deal/opportunity that we can customize and apply.

Jeff Meziere

Having to type the task description every single time is a tad bit primitive

THE MACHINE

YES.
Constantly recreating "Ask for name, wait, update name, go to" loop. then a bigger one for email. and a bigger one for email bounce.
Simple: SAVE ALL ACTIONS FROM HERE
PLEASE :- )