It would be really handy if "Add task" was an option in the 3 dot menu for existing Touchpoints instead of having to add through the "Follow Up" flow.
Jacques Lalancette
Oct 5, 2022
I create many of my touchpoints via email. I need to add tasks to them based on the action items identified and agreed with the client in the meeting afterwards.
I create many of my touchpoints via email. I need to add tasks to them based on the action items identified and agreed with the client in the meeting afterwards.