When managing your tasks in Kolleno, you have the option to automatically dismiss all tasks for a customer when you dismiss just one task. This time-saving feature can be helpful in certain workflows, but it's important to understand how it works to avoid accidentally dismissing tasks you still need to action.
How the Auto-Dismiss Setting Works
When this setting is enabled, dismissing any single task (email, note, or other action) for a customer will automatically dismiss all other pending tasks for that same customer.
You dismiss ONE task for a customer (e.g., an email, note, or any action)
ALL OTHER pending tasks for that same customer are automatically dismissed as well
This happens immediately.
All dismissed tasks move to Archives
Before dismissing email:
All the tasks will be archived:
When this setting is disabled (default), dismissing one task only dismisses that specific task. Other tasks for the same customer remain visible. Learn more about dismissing individual tasks.
How to Enable This Setting
Navigate to Collector Tasks
Click Settings in the upper right corner
Look for the checkbox labeled "When dismissing a row, automatically dismiss all rows from the same Customer"
Check or uncheck the box based on your preference
Click Save
