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Topics#Engagement PlansQuestion de Terry Cole
Terry Cole (Street Youth Ministry of Austin) a posé une question dans #Engagement Plans
17 mars 2021, 18:08

Working with a list of filtered tasks on mobile?

I am distressed to discover that I cannot find a way to work with a list of tasks filtered by subject and "not started" status. This makes rolling out engagement plans to my team in the field almost impossible. They need to be able to pull up a list of tasks with a common subject and work through the list. It's deal application of their phone, Salesforce, etc. Except I Can't find a way to get them the list of tasks with a certain subject and status so they can click into each, do the work, and close the tasks. Very sad. Ideas?
5 réponses
  1. Vicki Collins (Texas First Rentals/Holt Industrial Rentals)
    29 déc. 2021, 21:47

    Hi @Terry Cole -   i find myself in the same situation.   How did you come by the knowledge that mobile doesn't show the desktop custom list views on a tasks?      Wondering if you had found  a solution and/or how is your workaround working for your org?    Thanks, Vicki 

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