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
Recognized Expert | Partner
Recognized Expert | 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

Marketing Operations Manager

HubSpot Certified Trainer

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
Key Advisor

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
Recognized Expert | Partner
Recognized Expert | 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

Marketing Operations Manager

HubSpot Certified Trainer

Create Your Own Free Signature