Currently, all tasks added to a Timeline Activity are combined under one CTA. When discussing multiple topics in a customer meeting, for example, it would be useful to be able to create multiple CTAs directly from the meeting notes in the Timeline Activity.
Create multiple CTAs from Timeline Activity
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Hello@Jef Vanlaer , thank you for posting on Community. I very well understand that this enhancement could help your teams. Looping in our Product Manager to look into this idea and share their thoughts and roadmap if possible.
I’m reading the original post as “tasks section of the timeline entry needs to be more robust” and we agree.
With that in mind, I’d like to add if the process to create the “task” from the timeline entry allowed for editing the CTA that’s created.
I see the opportunity to expand the “tasks” section of the timeline entry to include the ability to: