Close a task without tagging it as completed
Hey everyone,
I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one).
A task can be 'completed' (which automatically closes it) or 'unaccomplished', 'not completed' and 'deferred' (none of these options close the task).
The problem is this:
Let's say there was a task for 15/2 which was not completed (the status was 'not completed'). However, now the date is 20/2 and the task remains open. We don't want that, we would like to be able to close a task with a status 'not completed', so that we can have:
The problem is this:
Let's say there was a task for 15/2 which was not completed (the status was 'not completed'). However, now the date is 20/2 and the task remains open. We don't want that, we would like to be able to close a task with a status 'not completed', so that we can have:
Task1 - Closed - Completed
Task2 - Closed - Not completed (closed since the due date is in the past now).
This can be easily created with a custom Report. We've actually created the report and we can have it in the dashboards etc. To make this easier to understand, our 'Real open tasks' report has these filters:
Status isn't completed (because if it's completed, it's closed)
Due date is starting tomorrow (because a task is considered open for as long as the due date hasn't come yet)
Status isn't completed (because if it's completed, it's closed)
Due date is starting tomorrow (because a task is considered open for as long as the due date hasn't come yet)
However within the record's page, except from the Open Tasks, I can't find a way to add a custom report/list that works like the custom report.
From my research, there's no way to add custom filters to the system-defined Open Tasks related list. Also, i didn't find any way to add a custom report or a custom view in the Record detail page view layout (which would replace the Open Tasks related list).
Is there any way to achieve the desired goal?
Thank you all in advance,
Thank you all in advance,
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