Hello,
I want to create a workflow that changes the priority status of a deal when “no activity is scheduled.”
The problem is that I have several deals that say “no activity scheduled” on on their deal card, but when I click into the deal, I see an upcoming task scheduled. Why is that? I understand a scheduled activity to be a scheduled call, email, meeting, or task - is that correct?
Thank you!
Hi @Jenny26 for the deals with upcoming tasks despite having no activity scheduled - are the tasks classified as “To Do” or are they phone or email?
Thank you so much for your reply!
I looked again to answer your question realized the reason they don’t show up as a ‘next activity scheduled’ is because they are old past due tasks.
Hi @Jenny26 , no problem, happy to help! I’m glad you were able to get to the bottom of it!
I see this problem with some deals where there are pending tasks, but the deal card says “no activity scheduled”. It’s not with every deal, but that’s what makes it problematic: the deal board presentation is not an accurate reflection of whether a task is scheduled or not. In all of the deals, tasks are assigned to a contact that has been added to the deal, rather than having tasks assigned directly to the deal. Most of these tasks result in a “Task due in XX days/hours”, but not all of them.
Please let me know if there is a fix for this problem, as it stops us from using the deal board as a management/review tool for deals.
I am still trying to figure this out. Every deal I create has “no activity for __ minutes” “no activity scheduled”. How do I remove this. If I cannot remove this, how do I create a deal so that this is not there? Or can I hide it from view?
It just takes up so much space in my deals and I cant see all of the important deal info I need to see.
Hi @CHobbs6 you can turn off the activity indicators for the deal cards here:
1 - from board view (per pipeline, not global), click on Board Actions in the upper right then choose Edit Cards
2 - Toggle Deal Activity Information off and save:
HI Jennifer - I have a follow up question if you please - Deals in my pipeline still show as “No Activity Scheduled” even when I schedule a task for a future date. Do you know how I can change this so that it shows up as an Activity scheduled? (I think future tasks count as future activity)
Hi @MPestorius Future tasks should show as activity schedule, I did a few tests.
For a task scheduled in 3 business days, it looks like this:
When I complete that task and have another schedule for 1 month out, it looks like this:
The tasks I’ve created are associated directly to the deal.
If you’re setting up your tasks for the Contact or Company and the Deal is associated, it will show that there is an upcoming task like above.
If the task isn’t associated with the deal, and only the contact or company, then it will not show on the deal as a scheduled task:
Even though it is on the contact record:
To associate contact or company tasks with the deal, you can do that when they’re created or add them here:
Once you check the box:
Then it will show on the deal record and as upcoming activity in the board view.
Let me know if this is the case, or if you think something else is going on.
THIS - is incredibly enlightening and beneficial. Thank you. I think my team may be entering activities under contacts/companies that they have not associated with deals. Appreciate the input very much. Thank you!
You’re welcome @MPestorius, I’m so happy this was helpful!
It’s definitely worth reviewing your process for task creation - for me, when I create a task on the contact or company record, if there is one deal associated it is added by default (I didn’t verify whether multiple are automatically or not).
It’s pretty easy to update the associations when you create the task initially vs having to go back and add it later.
Happy to help if you run into further questions!
