I need to add a task template to a Portfolio. I've searched all over but can't seem to find any information. | Community
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LindaKaplan
Level 3
July 20, 2020
Question

I need to add a task template to a Portfolio. I've searched all over but can't seem to find any information.

  • July 20, 2020
  • 3 replies
  • 681 views
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    3 replies

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    EricaFo
    Level 4
    July 21, 2020

    Hi @Linda Kaplan‚ - could you provide an example, I am not sure I can picture what you are trying to do.

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    LindaKaplanAuthor
    Level 3
    July 22, 2020

    Hey @Erica Foisy. I created a high level campaign using the Portfolio object. I added a custom form to bring in the details of the campaign. Now I want to add a task timeline to track workload/deliverables for the overall high level campaign. (Then when the creative concepts are approved and presented to the greater team, the channel owners submit their requests for individual projects and my team links the project to the campaign (portfolio).

    Happy to chat via phone if this doesn't make sense.

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    LindaKaplanAuthor
    Level 3
    July 22, 2020

    @Erica Foisy‚

    Hi again. I'm all set. My team helped me figure it out. I was doing it backwards. All I had to do was attach the custom form to the task template instead of the other way around 😀.

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      EricaFo
      Level 4
      July 23, 2020

      @Linda Kaplan‚ - happy to hear that your team was able to help. 😄

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