CRM

TJones45
Participant

Task Queue greyed out in contact and deal profile

SOLVE

After making a task and then going to the contact or deal profile, I cannot add a Queue, the option is greyed out

Currently, Queues can only be added during initial task creations.

All edits to a task should be able to be made in the contact/deal profile.

This is annoying, and time consuming to say the least

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1 Accepted solution
TJones45
Solution
Participant

Task Queue greyed out in contact and deal profile

SOLVE

This has been resolved - task was made by a sequence

View solution in original post

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2 Replies 2
TJones45
Solution
Participant

Task Queue greyed out in contact and deal profile

SOLVE

This has been resolved - task was made by a sequence

0 Upvotes
BérangèreL
Community Manager
Community Manager

Task Queue greyed out in contact and deal profile

SOLVE

Hi @TJones45,

Thank you for reaching out to the Community!

I understand that you created a task, then on the contact record you are trying to edit the task to add this same task to a task queue but the option is greyed out. Please let me know if that's not the case.

I understand how frustrating this can be, not to be able to add a task queue from the contact or deal. Let's see that together to see what we can do.

I tried on my portal and from the contact record, on the activity tab, on the "tasks" tab, I was able to edit an already created task and assign it to a task queue and then save my changes.

1. Who created this task? It could be a permission issue?
2. Who the contact is assigned to? Is it yourself? You might not be able to edit such contact.
3. Are other users seeing the same behavior?
4. When you hover the greyed out option, is there a message? If yes, what does it say?
5. Have you tried with an incognito window to see if this helps?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

I'd like to invite some of our Top Experts to this discussion: Hi @Phil_Vallender, @beeginman and @OPerek-Clark do you have suggestions to help @TJones45, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a lovely day!

Best,
Bérangère


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