Change is never easy – and the Tasks Tab proves it

In adding more functionality to the Task system within Open Leads, it was necessary to make some changes to the way that Users were assigned to tasks. This is most apparent when a Workflow is used to assign Tasks, but not a user. The result is that any tasks attached to leads that are created by that Workflow will be assigned to “No User” (since no user was selected by the Workflow). In these cases, when users are assigned after the Lead is in the Lead List, users must open their Lead Detail to see tasks. It is a good idea to have them go ahead and edit the Tasks for new Leads assigned in this manner, and assign the Tasks to themselves. Tasks will then appear on the users Task Tab.

You will also notice a new selection menu on Tasks that are set up to trigger another Workflow upon completion, or Tasks that trigger Workflow Branching. This selection menu gives you the option of choosing the user to be assigned to the next round of tasks – either a specific user or the “User Assigned by Workflow.” This is a much stronger model than the previous options, which made it possible to assign a single Task to multiple Users assigned to the same Lead. This lead to some confusion and a lot of times the task not getting completed properly.

An additional function of these changes – all tasks now have a single user. Only one person should be responsible for any one task, and this ensures enforcement of this rule. This greatly increases the practical application of user Task Lists in the Task Tab section. Now it functions much stronger as a To-Do list.

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