Ability to link tasks together or create a series
It would be great if we could create tasks that are linked to one another for when we are working on large projects.
1
vote
Kulani Paikuli
shared this idea
Could you not do this by linking them to the Opportunity? If not, please let me know why so I can look into a possible solution. Thank you!
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Kulani Paikuli
commented
It could be possible to link task to an opportunity. But for some agents/leadership, we are adding tasks that have nothing to do with an opportunity/contact/recruit and instead are large projects that we are taking on to make our business run more smoothly. Dividing the project into tasks that can be linked to one another would help to organize these tasks. Especially when working on our portion of a project that is being run by the ALC.