CRM

SkinPro
Member

Unpin from a deactivated user

SOLVE

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? 

1 Accepted solution
jolle
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Unpin from a deactivated user

SOLVE

Hey @SkinPro, thanks for reaching out!

 

If you head to SalesTasks, you can view all tasks currently assigned to a specific user (Assignee dropdown):

 

Screen Shot 2023-02-03 at 2.22.19 PM.png

 

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!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature

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3 Replies 3
SkinPro
Member

Unpin from a deactivated user

SOLVE

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?

 

0 Upvotes
SNigam
Guide

Unpin from a deactivated user

SOLVE

@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 

Connect me on Linkedin for any help

0 Upvotes
jolle
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Unpin from a deactivated user

SOLVE

Hey @SkinPro, thanks for reaching out!

 

If you head to SalesTasks, you can view all tasks currently assigned to a specific user (Assignee dropdown):

 

Screen Shot 2023-02-03 at 2.22.19 PM.png

 

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!!

Jacob Olle

Director of Marketing Technology

NgageContent

HubSpot Certified Trainer

emailAddress
jacob@ngagecontent.com
website
https://ngagecontent.com/
Create Your Own Free Signature