It happens in the 'To Do' list
Dear Clarizen,
I am using a workflow rule to notify an external user when he/she gets a new task (in the ToDo list) assigned. Works excellent.
Now, I want to add some additional description to the task before sending it to my resource. But since I can not add a description when creating a new task and the task is created with Active status, the user is notified before I enter the description.
Is there a way to create tasks with default state as 'Draft' ? Or any other suggestion?
Thanks
Kresimir
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It happens in the 'To Do' list
Kresimir,
You can add the description field to the Add/Edit Mode within Profile Layouts, this way, when you add a new task, you will have a description field within the pop up.
Thank you Boris, this solved my problem !