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XPM - Insert a merge field/placeholder into Task description

It would be helpful to be able to insert a merge field such as 'Tax Year' into the description of a task. Handy when it comes to preparation of the invoice as not all returns are for the current year.

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Elisha McCorkell shared this idea  ·   ·  Report…  ·  Admin →
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  • Durgesh Joshi commented  ·   ·  Report

    Hi,
    It would be very helpful to introduce merge fields so we can enter them into the individual tasks label fields for e.g.

    {Month} {Year}
    {Year}

    So these merged fields label fields can be populated automatically with the task name on the day the task is generated.

  • Nicole Tra commented  ·   ·  Report

    Yes and would be great to have a placeholder under task description for {Partner} as well.