Tasks to be hard coded
under review
K
Krissy Rosas
It would make sense to have the tasks for each process hardcoded so that when you complete one task, only the tasks that you completed disappears. That way if you need to go to another screen, you can still finish what you had to do for the follow up process and it doesn't go away just by completing one tasks. Managers should also have the ability to adjust tasks and delete one by one instead of all at once.
Shawn Goebel
Krissy Rosas Ah I see what you're saying. Are these Touchpoints that can be completed by either Phone, Text or Email? If your store's Admin team created these Touchpoint tasks and gave you the option to complete them with a Phone call or Text or Email or Video, doing one of those will complete the task. If you have a specific example in your Workplan you'd like me to look at, just let me know! Thank you!
Shawn Goebel
under review
Shawn Goebel
Krissy Rosas Thank you for the feature request! Would you mind expanding on this request? When you complete a task, only that task should disappear unless there are other overdue tasks that are the same. Is that what you're looking for? Thank you!
K
Krissy Rosas
Shawn Goebel Currently, in the workplan it could show 3 actions are to be completed. (Phone, text, email) but if I complete a phone call alone, it removes the entire customer and additional tasks off of the workplan even if you have not completed all 3 that are suggested. The future follow up should always remain.