Activity templates: specify default input values for specific activity type
Prokop Simek_26971 Posts: 5
edited July 2022 in Ideas and Product Feedback #1
I don't use workflow automation for scheduling of next activity because I want to personalize a date according to the client.
I'd like to have a possibility set default values for my activity type.
E.g. new activity "Follow Up" - prefilled activity date "today+7", prefilled name "Follow Up"
Mike van der Valk Posts: 4,052 PRODUCT MANAGERedited February 2021 #2
Thank you for sharing, I've passed it on internally!0
Vincent_27583 Posts: 28edited March 2021 #3
Being able to set a default yet dynamic default value for different Activities is also a pain point for me.
I would like all my Activity X's to, by default, take place 7 days after the current time & date.
I would also like their defaut Duration to be 15mn rather than 30mn.
This would make a huge difference in terms of number of clicks required to get through an activity. @Roadmap Tech0