While on the “Tasks” tab, I drill down into opportunities to complete the task. When I click back on the “Tasks” tab to complete the next task, 3-4 task unrelated to the task I just completed show a checkmark in the “completed” box. I’ve done this 4 or 5 times now with the same consistent result. If I hasn’t returned to the “tasks” tab, I’m afraid these may slip through the cracks. I was able to uncheck them so they are showing undone, but I can’t rely on that being the process.
Userlevel 2
+1
Hi
When a task is completed, it should only complete the single task. It could be possible that a workflow automation is setup to complete a task based on a trigger.
Can you please check if there is a workflow automation setup in your Copper?
Navigate to Settings → Automation → Workflow Automation → Check for Active Workflow Automations
This is not being triggered by automated actions. As I stated, the tasks showing up in the tasks tab after drilling down are unrelated to the opportunity or company I’m drilling into.
Reply
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.