Can we have manaul tasks stay active even though a deal is marked dead?
R
Riley King
The overall idea would be to maintain manually created tasks if a deal is killed.
Shelby Parker
Thanks for raising this, Riley King — totally get the intent here. To make sure we’re solving the right workflow: when you mark a deal as “dead,” what’s the scenario where you still need those manually created tasks to stay active (what are you trying to do with them afterward)? And would you want
all
manual tasks to remain active, or only certain ones (e.g., based on type, owner, due date, etc.)? Lastly, when the deal is marked dead, should those tasks stay fully actionable exactly as they are, or should they change behavior in some way (like staying visible but not counting/assigning the same way)?