Filter active task - Mining
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Megan Sutton
The ability to filter out entities with open task so you’re not getting an additional task when setting mining tasks up.
Shelby Parker
Thanks for raising this, Megan Sutton — totally get why that’d be helpful when you’re setting up mining tasks. Quick clarifying questions so we can make sure we’re designing the right filter: when you say “entities,” which record type are you working with in your flow (leads, customers, deals/vehicles, etc.)? Also, what should qualify as an “open task” for exclusion — any incomplete task, only mining-related tasks, or specific task types/statuses? And should this filter only apply during the entity selection step when creating a new mining task, or also later when you’re viewing/working the mining list?
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Megan Sutton
Shelby Parker Anything with an open task set