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Ive been tasked with streamlining the Activity component. Stakeholders would like the Log a Call and Email to be "nested" in the Task. I already have custom global actions built for the Log a Call but I've never had them all as one in the activity component. I included a mockup i made to help clarify. Thank you for your help 

Customizing Task Component

4 个回答
  1. Michael Brown (SETGO Partners) Forum Ambassador
    2023年6月30日 20:32

    Got it, thanks for clariying! Unfortunately, I don't believe that would possible unless everything was treated as a Task. I think you could consolidate them into 3 groupings.  Since the The Log a Call actions are essentially completed Tasks, so you could potentially create an action for the Call Logs as a New Task, but set a predefined value of Completed. Unfortunately, Events and Emails would likely need to be their own.

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