Ability to have a Rich Text Field for Task Descriptions
complete
C
Cole Weir
Change the "tasks" description field into a Rich Text Field so clickable hyperlinks could be added to it, and the ability to Tag other users in the account in the description so that multiple users can collaborate on a task.
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M
Michael Athens
Awesome thank you!
Now do it for Opportunity notes! ;-p
P
Pallavi Kothari
complete
This feature is now Live via Labs
Do check it out and please share your feedback with us.
K
Keith Besherse
Pallavi Kothari THANK YOU!!!
K
Kyle Bahr
Custom Fields for Task Objects would be helpful as well.
This would improve the ability to interact with Tasks via Workflows.
(Trigger: When task is completed and custom_field = "ABC", etc)
J
Joakim Walstad
Markdown support would be super useful
C
Chris Lee
Any update in this?
K
Keith Besherse
Hello Pallavi Kothari,
The most important thing is the ability to add a couple link fields to the Task object.
At minimum a Yes & No field for this use case:
As described in the original request by Cole Weir:
A couple task link fields (with the ability to use the Trigger Links drop down).
A task collaborator ("follower" is the term used in Opportunities) field in addition to the Assigned to field.
Shivam HighLevel, Core Platform, Sales & Marketing
Brian Stearman & Ali Turner - does this meet your needs?
K
Keith Besherse
Chase Buckner, the use case in this video by James Hurst (ddxweb) is the reason I asked whether fields for task related websites would be included in the Task element.
K
Keith Besherse
Pallavi Kothari, thank you for merging in the duplicate suggestions.
Shivam HighLevel, Varun Vairavan, Shaun Clark
K
Keith Besherse
Would also be nice to add rich text for Notes. Core Platform & Sales & Marketing, Does that need to be a separate suggestion? Is it a totally different team? Susmitha Damarla
P
Pallavi Kothari
Merged in a post:
Clickable Link In Tasks
B
Brian Stearman
It would be nice to have links within a task to be a clickable link using HTML or the ability to have trigger links within a task to trigger other actions. The use case for this is being able to have a form link in the task to ask how the task was handled. Then be able to trigger other workflows based on the outcome of the task.
P
Pallavi Kothari
Merged in a post:
Rich text in task description
A
Ali Turner
Currently can't do hyperlinks (or clickable links at all), bolding or italics, and most importantly LINE BREAKS -- if you're relaying bits of pertinent contact data (ie a list) it becomes one big messy paragraph... Need basics here.
P
Pallavi Kothari
Merged in a post:
Make tasks better, rich text, etc
A
Ali Turner
Need rich text for tasks, line breaks in task description, hyperlink or any clickable link capability in task description, and ability to tie custom fields to tasks (i.e. "upload XYZ here")
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