Add Source of Tasks for Workplan
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Brandon Chittenden
We REALLY NEED a column info point added that shows if we as the user set the task, or if it was system-generated for our workplan.
Shelby Parker
Thanks for posting this, Brandon Chittenden — totally hear the urgency here. To make sure we design it in the most useful way, can I ask a couple quick clarifiers: where in DriveCentric do you need the “task source” to show up (Workplan task list vs. the individual task details vs. reports/exports), and which spot matters most day-to-day? Also, do you just need a simple split of user-created vs. system-generated, or would it help to break out different system sources too (automation rules, campaigns, integrations, etc.)? Lastly, what decision/action would this unlock for you (auditing automation, troubleshooting unexpected tasks, coaching users, etc.), and what’s the biggest pain point you’re running into without it today?