Who has access to this feature?
Full users
You may notice that tasks synced to Redtail, by default, will appear on your Redtail calendar at a set time, rather than the all-day activities available at the top of a day on the calendar.
To change those tasks to be all-day automatically, do the following:
Go to User settings, then to the Automations tab.
Scroll down to the Do this... section and hover your cursor over the Generate Follow-Up Tasks action. This will reveal an edit button.
Click on the Edit button to open up the editing window.
In the bottom of the pop-up window that appears, select Add field.
In the new field box, click on AI-generated using template and change to Static.
To fill out the sections of the new field:
For the Type field, select "Activity."
For the Name field, select "All day."
For the Value field, select "on."
Then click the green Save and close button.
Now your tasks as all-day activities!
Still have questions about syncing tasks from Jump to Redtail? Reach out to [email protected] for assistance.