Auto-Clear Duplicate Tasks
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Emory Thompson
When tasks fall on a weekend or a scheduled day off, they begin to accumulate (for example, Day 4 and Day 5 tasks). After contacting the customer, one task often remains active. Ideally, both tasks should automatically clear once completed, or there should be a simpler way for users to delete completed tasks themselves without needing manager intervention.
Shelby Parker
Hey Emory Thompson, thanks for your feedback! I have a few more questions for you:
- What specific criteria should be used to determine when a task is considered 'completed' and ready to be auto-cleared?
- Are there any exceptions or specific scenarios where tasks should not be auto-cleared even if they fall on a weekend or scheduled day off?
- Would you prefer an option to manually clear tasks in bulk, or should the system handle all task clearing automatically?
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Emory Thompson
Shelby Parker 1. Any task should be considered completed and eligible for auto-clear when any customer contact action has been logged.
- Yes, tasks should not auto-clear in the following scenarios:
a. No customer interaction or activity has been logged.
b. The task is a future-dated or appointment-based task.
c. The task is a part of a manual follow-up sequence intentionally set by the rep or manager.
- Ideally, the system should support both options:
a. Automatic clearing of duplicate or overlapping tasks once a qualifying action is logged.
b. A manual bulk-clear option for reps to remove completed or redundant tasks without needing manager intervention.
This would provide flexibility while preventing unnecessary task accumulation and improving efficiency.