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ACT 2013 Smart Tasks

Bronze Elite Contributor
Posts: 1,430
Country: United_Kingdom

ACT 2013 Smart Tasks

I am trying to develop the use of Smart Tasks and want to do the following.

 

Landing page takes details and adds them to ACT. Working OK.

 

Smart task looks at new record and assigns to Record Manager according to set criteria. Working OK.

 

Smart task now creates an Activity for the record manager.

No options to do this that I can see. I can make it a named user but not one that gives it to the record manager. Am I missing something?

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: ACT 2013 Smart Tasks

Hello ch1p,
The way to do this is to add {Record Manager] in the Schedule With field for the activity step and [Smart Task User} in Schedule For.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.