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Smart Tasks in Act 2011

New Member
Posts: 2
Country: USA

Smart Tasks in Act 2011

im having a hard time grasping the different Criteria for editing a smart task, and how they work.

 

i would like to create a smart task that follows up from an appointment activity made with the keyword "signing" in a specific feild.

 

 

any ideas of how to easily create the first step that triggers a task when the word "signing" appearswhen scheduling a new activity in the "reguarding" field of scheduling a new activity?>