Answered

Automatically closing tasks on closed opportunities

Hi all, 

So I am automatically creating tasks for opportunities so ie. 

 

Opp0001 is created and automatically has :

Task 1 - Call client in 3 days

Task 2 - Write to Client in 6 days

 

If the Opportunity is won on Day 4, I would like Task 2 to automatically be marked as completed because I don't need it any more. Any thoughts on how to do this automatically? 

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Comments

2 comments
  • Hi Andy, 

    The best way to do this is through Workflow Automations. You can create filters and delayed actions to only apply the tasks if the opportunity is still open. 

    If you would like some help with workflow automations I am happy to help you with Insightly customization. 

    Erin Mathie

    Business-made-simple.com

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  • Hi Andy, 

    The best way to do this is through Workflow Automations. You can create filters and delayed actions to only apply the tasks if the opportunity is still open. 

    If you would like some help with workflow automations I am happy to help you with Insightly customization. 

    Erin Mathie

    Business-made-simple.com

    0
    Comment actions Permalink

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