Activity Template Automation
Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.
Traci
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Miller
commented
Yes, automations need many more options to be useful!
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Marcus
commented
We need this! We need to be able to create an automation based on an activity template!
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Tracie
commented
A lot of tasks do not need a full workflow so having the automation action link to an Activity Template would help tremendously.
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Tara Ledwith
commented
this would be ideal -- we have converted quite a few workflows to activity templates due to their ease of use -- but we are missing the automations -- i.e. when a status changes to deceased how great would it be to have the activity template triggered. -- we are missing the automations now that we are going full circle back to activities vs workflows