Our Users Are So Smart: Simple prompt to create a follow-up To-Do
- Posted October 28th, 2008
- Filed under: Our Users are So Smart, Product Updates
Sometimes the best solutions are really the most simple.
A couple weeks ago, there was a great forum discussion on how to assign follow up tasks immediately after logging communications. This wasn’t just a back-and-forth, this was a full fledged discussion with forum users Bradley, Kenny, HansD, and Stewart taking part.
We have always had the ability to log a communication and to create a To-Do that was assigned to a user and linked back to a communication. But the forum users were looking for a way to “remind” the other users on their account to create a To-Do after logging a communication, if one was necessary. Many approaches were discussed, but the following messages made it clear what we needed to do:
From Bradley:
From a business-process stand point, logging a communication and generating the resulting task are a single action. Yes, you could log the communication, then open it, then start a to-do action. However, you’ve now undertaken three actions as opposed to one, any one of which a staff person could forget or be interrupted before completing.
