I am having my team (Customer Experience) work with tasks in HS and we do several outreaches to the same client (i.e. 1 task for several different activities). When you log a call, make a call, send an email, the task gets automatically completed. When sending an email or logging a call, can there be an option to a) send without completing and b) send and complete (already exists). The problem I am having is that I do not want the task to be completed. I want it to remain in my task queue until I choose it to be completed. I understand there is an option to “Create a task” after the email is sent, but I want the same task to remain (not a new one) to retain the history of the interactions with that particular customer. This may not be how tasks were intended to be used, but I think these extra options could be extremely useful and versatile to different industries and companies with which you offer your services. (Pictures/ tasks edited for confidentiality).
Status: Idea Submitted
I agree. We want the task to be incomplete until we have managed to make contact with the contact or have given up on them. Not just auto-complete the task when someone logs that they have tried to call them.
Could we make this an option where a task does not auto complete?
I agree, it should be possible to log calls (no answer, voicemail, etc) without it forcing you to “log call and complete task”.
Sometimes it takes multiple calls just to get a hold of someone, and it skews my performance data since it looks like I’m completing all these tasks, when in effect, I don’t have the option to leave it imcomplete, even though I’m not actually completing said tasks.
Devs, please help us out! I still need to track call attempts so our team doesn’t accidentally spam prospects, but this causes skewed task completion data.
Entièrement d’accord !
Certaines tâches nécessitent plusieurs appels pour être validées.
Le risque c’est que lorsque nous ne faisons pas attention, la tâche se valide automatiquement et ne réapparait plus.
Cela engendre une perte de ce prospect.
Merci d’avance d’apporter une solution à cette problématique.
when I log a call or note and there is an active task related to the contact or company i call or make a note, my task automatically gets marked as complete. is there away to deactivate the option to mark task as complete?
Absolutely agree!
While I appreciate the feedback above and see that point of view, I would prefer the option for the task to automatically be completed, since there is a check box to do a follow up task & most of the tasks are from a sequence that automatically has a next task in a que. I am very disappointed that this was changed. In the new interface, I complete my call, add a follow up task, and the task does not go anywhere. I consider this to be a bug and it is slowing down my workflow drastically. It was better in the previous interface. Completing a task and then manually having to select it completed seems redundant and is a downgrade in my eyes.
+1 more options/control over tasks status would be extremely helpful
I agree. I need this as our company keeps one permanent task on every contact to not overload the account with tasks. we update the date on that task accordingly. If I write a note or email right now it completes the task then I have to go back and “un-complete” the task.