Completed Follow Up Tasks

Follow

Bianca Pilon

• 28 November 2022 04:41

Hi Guys,

We recently had to contact support as we could not work out where follow-up tasks go when they are marked as complete after looking through the relevant support documents. We found that it was a very strange place for these to go as they are under Workflow > User Tasks > Completed.

We would like to ask if the completed follow up tasks could be moved to Marketing > Follow Ups and also remain on the users contact page that it corresponds to under a Completed/Inactive Tab to keep everything relating to that learner together?

Thanks.

6

• 

  Bekky Sommer

  • 27 August 2024 01:30

  I would also like to support this as well. I would also like to add that the follow up tasks should be retained under the student contact if it was a task raised against a student contact note.

  0

  Comment actions Permalink

Please sign in to leave a comment.