Feb 3, 2023 2:13 PM
How can I unpin a deactivated users task from a record I own? Also, how can I complete a task or delete it from a deactivated user?
Solved! Go to Solution.
Feb 3, 2023 2:23 PM
Hey @SkinPro, thanks for reaching out!
If you head to Sales > Tasks, you can view all tasks currently assigned to a specific user (Assignee dropdown):
From that filtered view, you can bulk edit/reassign tasks. Any tasks that are no longer needed can be deleted/checked off, and any tasks that still need to be completed can be reassigned accordingly.
Hope this helps!!
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Feb 3, 2023 2:44 PM
I cannot see deactivated users in the assignee drop down. How can I at least un pin it from the task menu in the record?
Feb 3, 2023 2:33 PM
@SkinPro If you just want to complete tasks of that deactivated user or complete it you can follow this - Click here
I hope this will helps you.
Thank you
Shubham Nigam
Feb 3, 2023 2:23 PM
Hey @SkinPro, thanks for reaching out!
If you head to Sales > Tasks, you can view all tasks currently assigned to a specific user (Assignee dropdown):
From that filtered view, you can bulk edit/reassign tasks. Any tasks that are no longer needed can be deleted/checked off, and any tasks that still need to be completed can be reassigned accordingly.
Hope this helps!!
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Create Your Own Free Signature |