Task Templates
It would be nice to have different task templates that we can use for tasks that are created frequently, but wouldn't necessarily be tied to an automation.
12
votes
Taylor Edwards
shared this idea
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Amber Sonoran Waters
commented
I'm looking for exactly this thing. I have two tasks tied to a single automation based on a status change, but the salesperson skipped marking that status so the automation never got triggered. I could move it back in and out real quick, but it's been in its current status for too many days for me to want to do that; I like to keep the "days in status" as accurate as possible.