Addd a QUICK Advisor/Assistant To-Do-List button
Addd a QUICK Advisor/Assistant To-Do-List button
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Autumn commented
If there could be a quick button to also add to a running list from the activity page by linked notes that could continuously add to a to-do list from different activites/meetings
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Anonymous commented
YES PLEASE! Workflow isn't appropriate & time consuming anyway & we don't want To Dos to clog up the Calendar.