For Client Management with Financial Services Cloud
in the Manage Client Interactions activity:
I am in the step: Create a Task. I am not able to add a task in the activity screen. There is no option available. How should I proceed?
#Trailhead Challenges
Case has been closed due to No Response. If you still need help, please reach out via case for further assistance.
Thank You!
++NoResponse
I am a member of Trailhead Help, we assume this issue needs further review and we may need access to your playground. We will reach out to you via email to investigate further.
++CreateTrailheadCase ← You can ignore this command, it is a tool used by our Agents to tell the system to create your case.
Thank you!
++CreateTrailheadCase
No, I am trying to do the task in the screenshot, but I do not have the option to add a New Task (initial screenshot). The article suggests changing Global Actions but that did not work.
I am a member of Trailhead Help, Can you please check with the above suggestion and let us know if the issue still exists or is resolved? If it is resolved, please post the solution or mark any one of them above which helped you to resolve your query as it "Best Answer" to close this thread. If not, kindly provide a few more details of the badge along with the error message.
Thank You!
++TrailheadHelpFollowUp
Hi, @Alexis McIntyre
Maybe it's can help you:
Sincerely,
Mykhailo Vdovychenko
Bringing Cloud Excellence with IBVCLOUD OÜ
