With the Gainsight Widget, it would be very valuable if there was an option to mark an email as a task in Gainsight.
As a workaround, I know I could add the email as a Timeline activity, then go in and edit/add a task from there, but it’s a clunky step and I find I don’t do it half the time when working through my emails.
A potential simple solution “when checking the box to add to timeline” if It simply had a follow-up prompt that asked if there is a task associated with this, and I could mark yes, then at least it would add it to the Cockpit for follow-up later.
Bonus points if that checkbox allows a field for me to include the action needed, as well as the ability to select a date.
Assign an email as a task with gmail widget
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May I know the frequency of tasks you create per day via timeline?
@all, please vote if you like the request.