I have a custom object called "Engagement Plan" that uses the "Task" related list (There seems to be no other way around it). The object is part of NPSP.
I would like to have an action for "Add New" for the object and a "Change Status" for specific record. Ideally this would all be done in Activity Timeline but Engagement Plans don't seem to create tasks that show up in the timeline. I need users to quickly edit their tasks instead of clicking through the task record page to edit the one field. I also need "one off" tasks to be added as necessary.
I checked and I have all the CRED permissions for Engagement Plans, Tasks, & Engagement Plan Tasks. I also checked the Search layouts to add the "update status" button and the page layout as well but it still does not show any actions on the related list. Also, the lightning record page lists this related list as "Enhanced" but it still does not show the actions.
Any idea how I can make this happen? Thanks in advance!
#Tasks #Salesforce Admin #Salesforce Administrator #Task Management #NPSP #Quick Actions #Nonprofit #Data Management #CRM Configuration
@Yamile Pacheco Cueva - NPSP Engagement plans should 100% create tasks that show up in the activity timeline. I would suggest checking the Engagement Plan Templates to see which object those tasks are being created on and who is being assigned.
There is something wrong if Engagement Plans are being applied and it is not creating tasks that show up in the Activity Timeline
