How to add action/description on linked tasks via report rules

Created by Mark Eves, Modified on Thu, 17 Nov, 2022 at 2:14 PM by Ben Hayes

Go to Administration -> Rules


Filter or add any rule leading to action of ‘Create linked task’, navigate to Rule details -> Action.             


Go to create a linked task and add a new task. The task action and description added here will appear on the task module whenever the rule is fired.


 


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