How to create tasks with customer information?

Updated on September 14, 2020 03:41AM by Admin

The Customers App of Apptivo allows you to create tasks with the information available in the customer profile. By this, you can map the values present in the fields of the customer profile with the fields present in the tasks.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Customers with Tasks

  • Log into your Apptivo account and navigate to the Customers App. In the Customers App, select Settings.
Customers App

  • In the Settings page, go to Collaboration. Here, scroll down to Tasks.
Settings

  • Here, enable Map and set your own pre-defined values while creating Tasks toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Customers → Tasks Mapping Fields. Here, map the required fields. Here, the Customer # and description fields of Customers App are mapped with the Name and description fields of the tasks.
Mapping

  • Save the changes.
Mapping Complete

  • Now, create a new customer or open an existing customer in the Customers App.
Overview

  • Switch to the Tasks tab and select Create.
  • The fields in the Create Task window will have the values as per the configuration. For instance, the customer # is added as the name of the task according to the mapping done.
Create Task