Hello,
For a week or so we were trying to discuss with our team, what and how should we add other people to different activities. We’ve noticed that there is “Mention” button at the bottom of the activity note “writing space”. We though "amazing, we can just mention people who should do what is described in the activity.
It did help, but it only notified people who were mentioned. We were hoping, that somehow it will appear and be created in their “My Work” or some calendar so they could see, what activities they have. Because different people have different tasks around here, and if we don’t have time, or resources, we could just mention another person, and give them a task without leaving lead or contact page.
Situation: Our managing director calling someone, and discussing about X product. How, when, where, etc it will be manufactured. He opens that contact, adds a new activity - Call log and probably a Note.
In call log he writes what was discussed.
In Note he writes, what has to be done, and mentions couple of other colleagues and assigns them with different tasks inside that Note “@X colleague calculate how much will the shipping be”; “@y colleague make a separate pricelist for this person and send it by Friday”.
After adding these, they could just appear in all 3 people’s “My work”.
I was hoping this could be a feature, that could save additional time, going to “Activities” and adding separate tasks to different people.