Task Management Actions Not Working

Task Management Actions Not Working

Issue Description:
Users in the tenant account are currently facing multiple issues related to task management functionalities across the platform. These issues include:

  • Unable to mark tasks as complete from both the Lead Details page and the Manage Tasks view.

    • Error displayed: "Error changing task status"

    • Additionally, the Manage Tasks screen shows: "Unknown column 'P.LeadType' in 'field list'"1756166345602.png 1756166431539.png

  • Unable to delete tasks, either from the Lead Details page or the Manage Tasks section.

    • Lead Details page shows: "Error deleting object task"

    • Manage Tasks shows: "Finished deleting tasks. 0 successful. 1 failed."

  • Task edit functionality fails — clicking “Edit” leads to an indefinite loading screen, and task details do not populate.1756166371633.png

  • Task creation is working correctly — users are able to add new tasks through the Lead Details page without any issues.

Root Cause:
These issues are occurring because the tenant is a cloned environment, and the default lead type (isDefault) was not configured during setup. This missing configuration leads to backend reference errors (such as the missing 'P.LeadType' column), which directly affect task-related operations like edit, delete, and mark-as-complete.

Solution:
To resolve the issue:

  • A developer ticket should be raised to verify whether the default lead type is configured in the tenant.

  • Once the configuration is confirmed and updated, all task-related actions — including marking complete, deleting, and editing — should resume working as expected.

Conclusion:
This is a configuration-level issue common in cloned tenants where key defaults (like the lead type) may not carry over automatically. While task creation continues to work, other actions fail due to missing references. A quick check and update by the dev team will fully restore task management functionality for the users.

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