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We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

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Status Shipped
Created by Guest
Created on Sep 6, 2024

Task Templates - overwriting the task Title

Hi Team, many thanks for intruducing the Task Templates - super helpful. I have observed an unexpected behaviour when creating a Task:

1) Fill in the 1st field - Title

2) Choose the Task template

= Title gets overwritten by the template title which feels counter-intuitive and users wven might not notice this. This is also not the case with the Campaign templates. Is there some rationale we are missing or could this be improved?

Thanks.

Roman - Swiss Re

  • Optimizely
    Lauren Hammarstedt
    Reply
    |
    Oct 8, 2024

    All set and fixed!

  • Optimizely
    Lauren Hammarstedt
    Reply
    |
    Oct 7, 2024

    Hi Roman, Are you saying that someone inputs the campaign then selects task template and the campaign is changed?

  • Guest
    Reply
    |
    Oct 2, 2024

    Hi Lauren, thank you for looking into it! It would be also great if even other system fields of the "Create Task" form are not overwritten - such as the "Campaign". Otherwise users need to manually find the campaign which has been prefilled before selecting a Task Template. Roman

  • Optimizely
    Lauren Hammarstedt
    Reply
    |
    Sep 18, 2024

    Hi Roman, Great find - will investigate!