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Tie asset creation to a process template

Core Web App

When you are doing a process (think BDR setup, onboarding, etc), instead of a check box to satisfy the task, it would be great to have a "+" button to ADD an asset of a specific type which would satisfy the process task.
There should also be a "link to existing" in case the item was already created - either way the condition would be satisfied.
I'm imagining something like a "critical info" process which has all the most critical items of a company one click away for simple access.

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  • Red Handle

    •

    Jun 25, 2021

    I was just coming here to add this feature request, and I see I already did, so I'll just vote on it again. :) This is the one of the things we miss most when onboarding new clients. Our old platform was structured as I describe above.