Add ability to convert task to cta

  • 2
  • Idea
  • Updated 8 months ago
  • Under Consideration
I'd like to be able to easily convert a task into being a standalone CTA. I often take notes on the timeline and I like adding tasks in that interface, but often they become their own CTA; I don't want to keep one CTA open just because 3 things are now forking off of it, since they are truly new tasks in their own right. But when I'm working in the timeline I always forget and create them as tasks under the current CTA, and then have to go recreate and then delete them.
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Beth Heins

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Posted 1 year ago

  • 2
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Nitisha Rathi, Product Manager

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Hi Beth,

From where do you create these tasks - from activities in timeline or by manually adding them to a CTA?

Thanks,
Nitisha
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Robert Morse

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I would also like this to work both ways, not only elevate a task into a CTA of its own, but also have the ability to take an existing CTA and move it to a task on another CTA.  I sometimes create multiple CTAs that are all linked to one activity, such as a renewal, that would really be better tracked as tasks under that master CTA.