Name of Feature/Request: Linking Tasks to Opportunities that are created from Workflows - 5pts
What financial, time savings, or quality of life improvements will occur from this: Improve the workflow process, when creating tasks from opportunities, to provide the same linking functionality that happens when completed manually. | Frequency: Every time there is a new opportunity pulling into their workflow triggers to create a task | If it can be done when creating a task from an opportunity manually, it makes sense for it to also work when done automatically via workflow. The workflows make the processes seamless and less time-consuming, but since the task and opportunity do not link it is challenging to organize
Attempted Solutions So Far: Tried utilizing workflows to automate their process, but the opportunity and task do not link when created through this process
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: strivensupport@task.striven.com
Chat on aecsupply.striven.com
Conversation started on Monday, November 18, 2024, at 16:22 (GMT+0) [16:22] Billy Murdoch: Hi there, is there anyway to create this task but attached to the opportunity?
https://tawk.link/5ec6ead08ee2956d73a36e77/vc/673b69af3a6a468457aea7b0/v/37a2a0dc4f8550c6b9f57dc53abbd76ff712f094/image.png [16:22] Courtney has joined the conversation [16:23] Courtney: Greetings Billy! [16:23] Courtney: Give me just a second to check on that for you [16:25] Courtney: I know you can create a task manually from an Opportunity, but I will need to verify if it can be done within a workflow. [16:28] Courtney: When tasks are created from the workflow, the customer will be listed on the task, but the task will not get linked to the opportunity. [16:28] Courtney: It will only get linked if created manually from the opportunity. [16:28] Billy Murdoch: We must make an enhancement request! [16:31] Courtney: Ok, I can certainly get that created for you and will follow up through the task discussions. [16:31] Billy Murdoch: Awesome! [16:31] Courtney: Is there anything else I can help with at the moment? [16:31] Billy Murdoch: Thank you! [16:31] Courtney: Of course! [16:31] Billy Murdoch: No thats it [16:31] Courtney: Alright I hope you have a great day! 
[16:31] Courtney: Thank you for your chat today. You should be receiving an email requesting your feedback. This will reflect on me and our interaction today with this Chat. I would greatly appreciate it if you could indicate your level of happiness with my performance by clicking one of the faces and submitting any comments you would like to share.
For more great resources, check out our Striven Community: https://APP.Striven.com. [16:31] Billy Murdoch: you too! [16:31] Courtney: Thank you~ [16:32] Courtney has left the conversation No tawk.to live chat account ? Create one for free here! | Previously accomplished: Currently they can link tasks to opportunities that are created manually
StrivenID: 4931337