Solved
Closing a Task: custom picklist option
We created another picklist option for the Status of a Task called "Closed - No Action". However, when you choose this status, the task is not closed out, but remains open. I am sure I am missing a simple setting here somewhere but cannot seem to find it.
Best answer by pele
Hmmm... Bummer :
My only other guess would be to ensure "Closed - No Action" is selected in the "Task Closed Status" dropdown in the Administration > Tasks section.
My only other guess would be to ensure "Closed - No Action" is selected in the "Task Closed Status" dropdown in the Administration > Tasks section.
+4Hi Rachel,
If task mapping is configured (see article) and you're just looking to have to CTA or Task be marked off when status is set to "Closed - No Action"– then I'm pretty sure you just have to update the Category in Call to action status.
You can find the settings by going to Administration > Workflow > Calls to Action > Call to action status. I think if you select Closed Won or Close Lost under Category for the "Closed - No Action" status, a CTA or Task will be marked off when this is set as the task status in Cockpit.
Hope this helps!
If task mapping is configured (see article) and you're just looking to have to CTA or Task be marked off when status is set to "Closed - No Action"– then I'm pretty sure you just have to update the Category in Call to action status.
You can find the settings by going to Administration > Workflow > Calls to Action > Call to action status. I think if you select Closed Won or Close Lost under Category for the "Closed - No Action" status, a CTA or Task will be marked off when this is set as the task status in Cockpit.
Hope this helps!
Thanks for the response Pele! Unfortunately I have done this already and still doesn't seem to work.
+4Hmmm... Bummer :
My only other guess would be to ensure "Closed - No Action" is selected in the "Task Closed Status" dropdown in the Administration > Tasks section.
My only other guess would be to ensure "Closed - No Action" is selected in the "Task Closed Status" dropdown in the Administration > Tasks section.
You are brilliant! That is precisely what I was missing! Thank you.
+4Awesome– Glad that worked!!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.