I am trying to find a way to create tasks that would be linked to certain reports (ARM and Standard reports), like a month end checklist for finance users.
However, I see that Tasks can only be set for leads, contacts, opportunities, business accounts, cases, employees and projects. I also researched Business Events but those seem to only be linked to Generic Inquiries. There are no Activity tabs on the reports so I can’t use that option either.
Am I perhaps missing something super obvious?
Best answer by Kristen SchneiderView original