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Adding link of Timeline Activity to Tasks

  • 4 April 2022
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Hi,

Our CSMs often create follow-up tasks directly from a Timeline Entry (e.g. Call). Currently, we are only able to add Timeline Activity Id on the Task Layout.

Nevertheless, I don't see how this is helpful for CSMs identifying in which Timeline Activity they created the Task. Often they want to go back and read through the Timeline Activity Notes when working on the Task.

Ideally I'd like to at least display the Timeline Activity Name (=Subject) here. Best case would be if we can display the name that is linked to the Activity itself, so CSMs can look it up with one click.

Do you have any plans of adding this option?

Thanks,

Anita


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