Allow default category to be changed for NXT actions

Instead of having the default be "meeting" we would like the default to be "task/other." The majority of actions that we are adding/tracking aren't necessarily meetings but are follow-ups from meeting/emails/etc. and that would fall under "task/other."

  • Mercedes McCay-Read
  • Dec 20 2018
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  • Keri Barnhart commented
    December 21, 2018 14:13

    Agreed! We often have clean-up where the action content is a copy of an email conversation, but the action category is meeting. Since meetings and phone calls are used for the "High Value" metrics in the Analyze/default actions dashboard, we'd prefer that things not get put into meeting by default.

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