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Created By Christine Davis
RequesterRight now the TC receives the daily email when a task is due, but would like to be able to have the agent (also) receive the "daily tasks" email with a reminder when something is due. Otherwise the TC has to remind the agent and this would alleviate one additional step. Hope that makes sense! Thanks!
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Christine,
My name is Gabby and I am part of our Product Team here at SkySlope. Thank you for taking the time to provide us with this feedback. Currently, you are not able to link "tasks" between accounts. Within the agent account, you can set up "tasks" that match the TC account. If you are using "reminders" you can include the agent email in the "recipient" section when setting up the reminder. Here is the link to our support article with more information about tasks and reminders: https://support.skyslope.com/hc/en-us/articles/115000432252-Creating-Tasks-Reminders. Does this answer your question? We will continue to monitor your post for up-votes and comments!
Happy SkySloping!
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