Tasks update and change to the user who completes the task automatically
gathering votes
H
Heather Williams
When a person is off, our team completes their tasks. The system should automatically clear the task if the task has been completed regardless of who completes it. Example: A sales manager calls the customer the day after the visit. The task should clear for the salesman since the sales manager has already spoken with them.
Shawn Goebel
gathering votes
Shawn Goebel
Heather Williams Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request! Thank you again and have a great day!
Shelby Parker
Thank you for posting, Heather Williams! I have a few more questions for you:
- Can you provide more examples of tasks that are often completed by someone other than the assigned individual?
- Are there any specific conditions under which a task should not be cleared if completed by someone else?
- Would you like to have a record of who completed the task if it wasn't the assigned individual?