Any reason why Tasks are not included in Interactions within Service Console - would be good to at least have option to include or exclude.
Any reason why Tasks are not included in Interactions within Service Console - would be good to at least have option to include or exclude.
Hi Greg, my guess is because a task doesn't have to be an interaction necessarily. For example, a task to "review SLAs" or "upgrade customer sandbox" wouldn't fall under that category. I do see your point that it could be nice to show those in the mix in date order though, depending on how much you use that module.
-Brenda
There are some changes coming to our timeline features - https://sugarclub.sugarcrm.com/dev-club/m/event-recaps - see the Q3 2021 session.
I hope that over time there is more options in what to show in the timeline - at the moment its just the core communication channels.
A potential work around, unless you want to extend the timeline dashlet to include tasks, is to use a list view dashlet on the service console - this will show the tasks associated with that case. You can sort by dates and can filter completed etc. Not quite the same but might help.
My error, there is a Tasks tab on the Cases Header Panel.
Available in 11.3