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CRM functionality: Parent Task with 5 other tasks assigned to it? RRS feed

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    Hi all, I am looking for some input how to approach below issue. We have to prepare client presentations which would have 3-5 other tasks. What I need to do is create:

    Parent Task: Main task for specific clients
    Sub Tasks: 3-4 tasks linked to this main Task

    What would be the best way to approach this? I just want to have some structure instead of having all these tasks separate. Any ideas would be much appreciated!

    Monday, July 21, 2014 6:39 PM

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    Unfortunately I don't believe this is possible natively. However, a custom entity could be used to contain all the tasks related to a particular related entity. You could then expose that through a sub-grid on the original record. This could complicate things a little bit with reporting if that's a concern.

    You could also create a custom task as a "master" task type, and then track high level activity in there. I don't believe there's a native way to then parent that custom task to sub-tasks however.

    Monday, July 21, 2014 7:56 PM