Hi,
I have an issue where a task assigned to a stage does not apper. It is working in other deals at this stage, as well as worked for a test deal I have created to check if all works fine, and it does, but not for this one deal. Should I somehow reenroll it? If so, what would be the steps?
/milena
Hi @MTraczyk,
Could you please share a bit more context – how exactly was the task created (workflow, manually, etc)? What do you mean by “task assigned to a stage”, tasks are only associated to records, not stages?
If you can share screenshots to illustrate what you mean, that would help.
Best regards
Here is the workflow, based on it at the stage Proposal Development Requested deal owner have an assigned task “Submit first proposal to customer and document proposal with an email or note” when marked completed, the workflow should take the deal to the next stage, but for this one deal the task does not apper at all..
@MTraczyk if it works for all other deals, have you considered that the task was simply deleted manually? That would be the most likely explanation.
if so, how I can add the task back?
@MTraczyk the by far easiest option would be to recreate it manually: Create tasks
