When updating a Task against an Opportunity or Problem, you may be required to set a follow up Task but may prefer this to be optional. This guide explains how to change whether a Task is mandatory or optional.

In the navigation menu, head to 'Settings' then select 'System Settings'.

In the settings, search for "Opportunity Status" or "Problem Status" and select 'Click to configure' against the one you'd like to amend.

You can then change the settings and behaviour of your Opportunity or Problem Statuses.

Some statuses have 'Optional - Popup Window' and others have 'Required - Popup'. Those with 'Required - Popup' will force you to set a Task. By clicking in the pencil icon against the relevant status, you can then click into the 'Task Required' drop-down and update this to be optional. This means your CRM users can then clear the Task without being forced to set a follow up Task afterwards.