Change task layout based on CTA type

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  • Idea
  • Updated 2 months ago
It is currently possible to update the layout of CTAs based on CTA type, and it's also possible to update the layout for tasks to display custom fields, however it is not possible to specify different layouts depending on the CTA Type the task is applied to. It would be a great improvement to be able to define a task layout based on CTA Type.

Use case: I have a customer who would like to have a Success Criteria field on Objective tasks only, so that they can document success criteria at both the Objective and Task level. This is not possible without adding a Success Criteria field to ALL tasks. Our work around is to add the Success Criteria in a dedicated section of the Task layout (titled: For Success Plan Tasks Only), however this is not an optimal solution; it is confusing for new employee adoption, and may become an issue if they add GS licenses for other groups.
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Jessie Brainerd, Employee

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Posted 2 months ago

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