Managing Incomplete Checklist Items for Closed Cases

My Tasks on the Home Page show Checklist Items where:

• A Due Date is entered
• The Completed Date is empty
• Show in My Tasks is checked

However, when a Case is closed or becomes inactive prior to completing Checklist Items, those tasks will continue to be shown until the Due Date is removed or the Completed Date is entered.

To get around this, an Auto Action can be setup to automatically remove the Due Date for Checklist Items where a Completed Date is empty. 

Setup an Auto Action to remove the Checklist Item Due Dates

A Scheduled Auto Action will allow for several reasons to trigger the action, such as when the "Case Closed Date" or the "Postponed Date" are entered. A decision by your team will need to be made to determine when this would apply. 

Here is an example of an Auto Action that is removing the "Due Date" for Cases where the "Case Closed Date" is entered. You can set the Schedule to Run Hourly or Daily.