Overview
When you change the status of a property or contact, there are often tasks still sitting open against it. This setting decides what happens to those tasks.
You choose once, and REsimpli handles it the same way every time.
Steps
Step 1: Open your task settings
Click Settings.
Click Customizations.
Click Task Settings.
Step 2: Choose what happens to pending tasks
Pick one of the four options:
Option | What happens |
Mark everyone's pending tasks as completed | All open tasks on that record are closed, no matter who they belong to. |
Leave all pending tasks as pending | Nothing changes. Every open task stays open. |
Mark only your pending tasks as completed | Your own tasks are closed. Your teammates' tasks are left alone. |
Ask every time | REsimpli asks you what to do each time you change a status. |
Step 3: Save
Click Update.
Important Notes
This setting is per account, not per company. If you have sub-users, each of them needs to set their own. Choosing an option here does not apply it to your team.
The setting only applies when you change a status manually.
Mark everyone's pending tasks as completed closes your teammates' tasks too. Use it deliberately.
Ask every time is the safest choice if different situations need different handling.
Your change is not applied until you click Update.
Troubleshooting
Tasks are being closed when you did not expect it
Your default is probably set to mark pending tasks as completed. Open Task Settings and choose a different option.
Old tasks are piling up on records
Your default may be set to leave all pending tasks as pending. Change it if you would rather they closed automatically.
Your team is seeing different behaviour to you
This setting is per account. Each sub-user has their own, and they will need to configure it themselves.
Your choice did not stick
Click Update after selecting an option.
Summary
You set your pending task default. You opened Settings, Customizations, and Task Settings, then chose what should happen to open tasks when you manually change a status: complete everyone's, leave them all open, complete only your own, or be asked each time. You then clicked Update.