Keep user created task from expiring
C
Cory Libka
Keep user created task from expiring when deal is killed
Created by Laura Brewer
Shelby Parker
Thanks for raising this, Cory Libka — totally hear you on wanting user-created tasks to not just expire when a deal gets killed. To make sure we’re solving the right thing, can you clarify a couple details: should this apply to all user-created tasks on that deal, or only certain types (like follow-ups/reminders)? And when the deal is killed, what should happen to those tasks in your ideal flow — remain open and actionable as-is, get moved to another deal/customer record, or simply stay visible for reference without being due? Lastly, what’s the main driver here (e.g., continuing outreach on a different opportunity, compliance/audit history, avoiding missed follow-ups)?