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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?  

Not able to add a task in Manage Client Interactions

 

 

 

#Trailhead Challenges

5 answers
  1. Feb 25, 9:21 PM

    Hi @Alexis McIntyre

     

     

    Case has been closed due to No Response. If you still need help, please reach out via case for further assistance.  

     

    Thank You! 

     

    ++NoResponse

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