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Remove a task from a record once completed

  • May 21, 2021
  • 1 reply
  • 75 views
J

When viewing a record that has multiple tasks assigned to it, I cannot find a way to have a task removed from that view once its completed. I understand that I can filter out completed tasks by customizing a table view, but cannot seem to remove tasks when looking at an individual record.

I do not want to delete these tasks altogether…

Thanks

    1 reply

    Kamille_Parks11
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    Create an Automation that triggers when a [Task] record is marked as complete. Add an Update record action step that uses the trigger record’s ID and add the field where it links to a [Project] (or whatever it is its linked to), but don’t enter anything in the field. This will clear out the value. The task record will still exist but won’t be linked to anything anymore.

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