Automating Task Deletion and Completion with Rule-Based Management

Status: Idea Submitted

I would like to propose the creation of rules in automations so that, just like an automation has the power to create a task, it can also delete or complete a task independently of human action, based solely on business filter criteria.

Yes, that is needed!

We have many task notifications scheduled for days, weeks, or months into the future - often targeting within specific deal stages. If the deals move manually among stages (for example, maybe back to a previous stage or maybe two stages ahead of where it resides) and the tasks do not clear (i.e., delete) at the point of stage movement, the tasks becoming meaningless and clutter up the task view page or become confusing.

By deleting (vs completing) tasks via automation, it would clean up the clutter and the confusion.