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rachel_malette
rachel_malette
Contributor ⭐️
September 11, 2018
Solved

Closing a Task: custom picklist option

  • September 11, 2018
  • 5 replies
  • 103 views
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.

    5 replies

    pele
    pele
    Helper ⭐️⭐️⭐️
    September 11, 2018
    Hi 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!
    rachel_malette
    rachel_maletteAuthor
    Contributor ⭐️
    September 11, 2018
    Thanks for the response Pele! Unfortunately I have done this already and still doesn't seem to work. 


    pele
    peleAnswer
    Helper ⭐️⭐️⭐️
    September 11, 2018
    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.

      rachel_malette
      rachel_maletteAuthor
      Contributor ⭐️
      September 11, 2018
      You are brilliant! That is precisely what I was missing! Thank you.
        pele
        pele
        Helper ⭐️⭐️⭐️
        September 11, 2018
        Awesome– Glad that worked!!
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