Hide Tasks from Closed Opportunities

Hi!  I'm looking for a way to filter out tasks from my custom task view.  When I close an opportunity (whether it's won, lost, etc.) I want the corresponding tasks in an activity set to automatically expire, or at least be able to filter them so I don't see them in my task list.  Any insight on how to make this work would be great!



1 comment
  • Hey Sheldon,

    I was working on this same issue with a client this week. I think the best way to make this work in the task custom list view is to add a unique character or string to the end of the opportunity name once it's closed. Then filter out tasks with linked opportunities that have that unique string in their names.

    A little extra work but will do the job. You can also automate this data entry process with a workflow automation and zapier integration.

    Let me know if you need additional help. 

    Thank you,

    Micah Feldkamp

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