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Move task/task list option

 
Lyncean
72 posts

Where to add a task list - that is the question…

I have seen it written that Solve360 is encouraged as a contact rather than company centric CRM. Whilst I undertstand that, when adding tasks who are you performing them for the contact or the contact’s company? I guess both, although bottom line is that many tasks would primarily be for the company with the contact as the person you speak to/email about it.

I added a task list and some tasks to a contact today, then thought I really wanted them attached to the company. I thought that’s ok I will move them but as far as I could see there wasn’t a way to do that.

Would it be possible to have that option? Would others find it useful?

Maybe a better solution though would be to be able to see tasks when viewing a company as you can do currently with emails.

But having said all of the above I may have missed something so please correct/redirect me if I have.

Thanks in advance,
Peter

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Lyncean
727 posts

you can move activities: http://norada.com/forums/viewthread/1113/

you can also use the new ‘Show related activities’ feature that was just launched, so that if you have a bunch of tasks under multiple contacts at the same company, you can go to the company record, and click ‘show related activities’ and it will pull them all in for easy viewing

http://norada.com/forums/viewannounce/1482_7/

Also don’t forget the Activities Dashboard -> show activities assigned to. This is basically your daily tasks list all compiled together

Lyncean
72 posts

That’s perfect - thank you. A neat solution.