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Tracy Oden 31Tracy Oden 31 

how to use process builder to a close an open task?

Is it possible to use process builder to cloase an open task? If so, can someone provide guidance?
Best Answer chosen by Tracy Oden 31
Raj VakatiRaj Vakati
Hi Tracy,

Just wanted to understand more on your requirement. You can close the task by using process builder 

Please change the picklist values based on your requirement . 

User-added image


User-added image


 

All Answers

RKSalesforceRKSalesforce
PLease explain scenario.
Raj VakatiRaj Vakati
Hi Tracy,

Just wanted to understand more on your requirement. You can close the task by using process builder 

Please change the picklist values based on your requirement . 

User-added image


User-added image


 
This was selected as the best answer
Tracy Oden 31Tracy Oden 31
Once a task has been ‘completed’, I want to close the task. You can close a task manually by clicking the ‘Cls’ action on the Open Activities related list. When you click the ‘Cls’ action link; the Task is considered closed and moves to Activity History. I want to close a task using process builder so that the task is no longer visible in Open Activities, but is moved to History. Thank You.
Tracy Oden 31Tracy Oden 31
I am looking to close the task, not mark it complete. I want to close a task using process builder. When a task is closed it should no longer appear in ‘Open Activities’ but in ‘Activity History’.