Activities: Limit activity types when adding activities

When adding an “Action” in SKY view, all available actions listed in BGM, including the type of action are shown as being available to add (e.g. Document, Export, History).

However, in Classic view, when adding an action, we only see in the available action list the actions that are specific to the type of action you are adding.

Unless you are very familiar with what activities should be associated with the type of activity you are trying to add, it is very confusing.

  • Michelle
  • Mar 9 2021
  • Shipped
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  • Cassy Crabtree commented
    September 07, 2021 19:24

    This issue has been resolved.

  • Jill Zurborg commented
    July 15, 2021 21:39

    Many requests from clients - to limit the "to Do". Bring back the FILTERS