Ability to link a case/project/opp to a task of a CTA

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  • Idea
  • Updated 3 weeks ago
We can currently link a case/project/opp to the CTA but it would be nice to have the ability to link to the task as well. We currently use smartsheet to for update meetings with the customer regarding cases and opps and projects. It would be great to create a success plan and then add an objective "case review" and then under that objective have tasks for each case we are reviewing that are linked to that case. Then create another for projects and opps, etc. 
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Andrew Cummins, Champion

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Posted 3 weeks ago

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