Solve360 Discussion Forums

Feature request: Ability to save and edit individual activities as Activity Templates

Jan 19, 2011 03:20pm Jesse Sentinel 28 posts	I’m loving the Activity Templates, but find myself constantly adding and refining to them while in the flow of day to day business. I’d love to be able to, say, drop in a tasklist and add some stuff, and to save ONLY that activity as an activity template. As inevitably happens, I’ll insert it and add or change stuff to it, so I’d also like to be able to save those changes. Right now, it’s necessary to add the activity template to a blank contact record, edit it, save over the existing template, and delete. Or am I missing something? Thanks.

Mar 01, 2011 10:35am Jesse Sentinel 28 posts	Anyone have any insights?

Mar 01, 2011 12:19pm dave@vm Lyncean 753 posts	I have each template saved in it’s own project blog, so it’s always there, always ready for tweaking and modifying, then I just resave it if I’ve done some changes to it. No deleting required The only issue I’ve come across is that if you have tasks assigned to your team members in the template, the fact that they are now in a project blog means that the tasks will show up in the Activities -> Next Actions Assigned To. To get them not to show up, I actually Archive each of these blogs with the templates. Works pretty well.

Mar 03, 2011 07:52pm Jesse Sentinel 28 posts	Thanks for the idea Dave. Wish there was an easier way to edit and save a template :/

Mar 04, 2011 01:28am dave@vm Lyncean 753 posts	when a blog is archived you can’t edit it, so when you need to, you’ll have to unarchive it. Perhaps templates should be there own special ‘thing’ like contacts, companies and blogs. Just a thought for EngSpecOps

Mar 08, 2011 01:29pm StephanVR Apprentice 8 posts	Templates should have their own special “thing”... +1 for this idea!