Automatically prompt users to set a task when they've completed a task in there's no task set for the future
gathering votes
A
Adam Miller
It would be useful for our users to be prompted to set a new task when they complete one, in order to make sure that customers don't fall off of a workplan.
Shawn Goebel
gathering votes
Shawn Goebel
Adam Miller Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Thank you for posting, Adam Miller! I have a few more questions for you:
- What specific criteria should trigger the prompt for setting a new task?
- Should the prompt suggest specific types of tasks or leave it open-ended for the user to decide?
- Is there a preferred method for notifying users about the prompt (e.g., email, in-app notification)?
A
Adam Miller
Shelby Parker 1. Anytime a touchpoint or task of any kind is completed on any deal in an open status.
- Open ended is fine.
- In our previous CRM, a window popped up inside the deal for about 15 seconds before disappearing. I'm not sure how close you can get to that functionality, but an in-app notification would be useful provided that it went away automatically when the user sets a task (I don't wanna clog up their notifications with stuff they've already taken care of, I just want to make sure that no customers roll off of the workplan if the user completes a deal and then runs away from their desk for some reason).
C
Chandler Bainter
Shelby Parker --- The prompt could be as simple as "Do you want to set a follow-up task?" with a Yes and a No button.