Task completion questions

How to set up completion questions displayed based on the Task type.

Last updated 20 days ago

Completion questions allow you to gather brief answers—tailored to the specific type of work—before finalizing a Task. This feature may depend on your Hanna plan.

Setup sequence:

Configure the Tasks types.
Create completion questions and assign them to the relevant types.
Go to Settings → Tasks and enable the use of completion questions.
Test the completion process for each type in use.

When a Task has an assigned type with questions, the standard completion workflow displays a window for them. The provided answers are saved in the Task history as a system comment, allowing them to be viewed alongside other work records.

Use questions for clear checkpoints—such as whether client confirmation was received or the meeting outcome was recorded. Avoid overly long questionnaires: it should be clear what needs to be entered and why the answer is required.

Was this helpful?

Still need help? Ask the team