Skip to main content
For example all of the emails that get logged to salesforce from outlook default  to a "closed" tasks. Then when I try to run a report on "closed" tasks I can't The only report options for tasks are "open and completed" activities. 

 

I need either to change all of the closed tasks to completed and then figure out a way for the tasks to always default to completed or if I could just figure out a way to create a report that shows all "closed" tasks that would work as well.
2 answers
  1. Apr 16, 2014, 7:47 PM
    Status is a funny field.  There are multiple picklist options that make a list closed. To see what's closed  in your org,  go to Setup-->Task fields --> Status. Look at the columns and you'll see a closed column with check boxes. Anything there (i.e. completed, etc) makes a task closed.

     

    If you run an activity report on all completed activities, you should be all set ?
0/9000