When someone completes a task, Copper should log that activity, right? Well, this doesn’t seem to happen for us and I can’t figure out why….
Our team uses 2 custom activity types on Copper: Wireframe and Bid. We use automated tasks and these tasks are categorized by these 2 activity types. We can see that Copper logs our activity in the detail view for Leads and Opportunities…. but when I try to create a user activity report, none of these activities are counted.
Is anyone else having this problem?
Copper is not tracking my custom activities
Hey
My work-around: Instead of using reports, I’ve made a custom filtered search for the specific tasks I’m trying to keep track of. It’s not perfect or efficient, but it gives me the information I need.
Hope this helps you!
Userlevel 7
+7
Hi
We do have an open Idea about automatically creating an Activity each time a Task is created, which would also allow them to be reported on. If you leave an upvote on that thread, we can notify you if we have any updates. Currently, we don’t have any timelines to share around this particular feature.
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.