We have had an increased need to create multiple task layouts. We use the CTA as a container to help group tasks based on various themes. Within each CTA we have also found the need to create different layouts depending on what type of task is created. For example, we have a ‘Account Plan’ CTA that holds all the “plays” we are running on each account. Some of the plays are sales oriented, but others are more oriented on relationship building. The fields may vary on these two tasks as sales tasks require links to opportunities but a relationship task doesn’t need any fields for opportunities. Building task layouts based on various CTA types may help, but the ideal situation would be to allow multiple ‘task types’ and for each type be able to create a ‘task layout’.
Creating Multiple Task Layouts
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Hi Scott,
Thanks a lot for sharing this use-case. Quick question….are you using Success Plans by any chance? (Instead of all “Account Plan” being captured as a CTA with each plan...you can have a success plan with each objective CTA as one play - with its own tasks). Is my understanding correct here / would this help in any way? (Though all the objective CTAs in a success plan have the same layout, we have plans of making that more flexible by allowing multiple-CTA types in success plans)