Ability to Enter a Task from the Notifications Page

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5 comments

  • Ashwini Sukhdeve

    Danielle, you should be able to click on the task content and see the task modal (same as the one you see on Agenda view). From this modal, you can complete the task or take other actions on the task.

    I agree, we do not have a good indication that this is possible today and I will improve that. Thanks for your feedback. 

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  • Danielle Young

    Thanks Ashwini! Can you clarify what you mean by clicking on the task content and see the task Modal? I have clicked around and am not able to pull this up. I do see in the top right hand corner where you can add a task but that would add another task and not allow you to action on the current task. 

     

     

    Thank you,

    Danielle

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  • Ashwini Sukhdeve

    Danielle, here is a short video to show it: https://drive.google.com/file/d/14lesa-fo_H91JyV7WfZJJBDvQfEjBeUg/view

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  • Danielle Young

    Thank you for the video Ashwini! I have tested and we can edit the tasks from the notification page. However, we do have one SuccessPlay that we have launched that has one task, which is updating a From. These tasks cannot be edited from the notification page. Do you know why that would be?

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  • Ashwini Sukhdeve

    Hi Danielle,

    We have resolved both the issues related to tasks and Rapid Insights Forms, you pointed out in this post in our recent release. I hope this helps you and your team. 

    Ashwini

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