Tasks bulk add in Sell

3 Comments

  • Katarzyna Kurzyńska - Madej
    Zendesk Product Manager

    Hi Karolina,

    Thank you for your feedback. Can you tell me a bit more about your use-case? For example, last time you needed to add tasks in batch: what you were trying to achieve? I'm asking because I'd like to understand your need in-depth.

    Thanks,

    Kat

     

    0
  • Devin Snelling

    @Katarzyna Kurzyńska - Madej

    Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

     

    0
  • Katarzyna Kurzyńska - Madej
    Zendesk Product Manager

    That makes sense. Thank you, Devin Snelling

    0

Please sign in to leave a comment.

Powered by Zendesk