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!
Comments
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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