--- title: Count the Number of Tasks on an Open Case | Rollup Helper Use Case Library description: How to use Rollup Helper to count the number of tasks on an open case so you know how much more work is needed to close a case. image: https://www.passagetechnology.com/hubfs/Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Rollup.jpg --- [GET DEMO](https://www.passagetechnology.com/any-product-one-on-one) **+1 (224) 655-6779 [![Trusted Salesforce service partner Passage Technology](https://www.passagetechnology.com/hubfs/2021/Nav-header-logo_PT.png) ](https://www.passagetechnology.com) # Count the Number of Tasks on an Open Case [![Free Salesforce business guides to help admins/developers, project managers, sales managers, and decision makers. Download the free PDF series now: Reinventing Your Business, Reimagining Your Salesforce®.](https://www.passagetechnology.com/hubfs/2021/Essential-Salesforce-Guide_Helper-Suite.png) ](https://www.passagetechnology.com/en/essential-guide-for-salesforce-admins-developers) ## Problem: Need to see the number of tasks on an open case in Salesforce. In Salesforce, maximizing efficiency and productivity is the name of the game. If you can't see or find your information exactly where you would like to, this limits company performance. If you have ever wondered what the best way for seeing the number of tasks on an open case is, or how to prevent cases from being closed if they still have open tasks, Rollup Helper has the perfect solution for you. ## Solution: Count the number of open tasks by creating a rollup. Then, you can use the results within workflow rules, or validation rules. Count the number of open tasks by creating a rollup. Then, use the results within workflow rules, validation rules, etc., that will prevent the Case record from being closed if the count is higher than 0. The first step is to create a new custom field (using Number as the data type) on the Case object. You can name the field "Number of Open Cases." Create the rollup: - Select *Case* as the Destination Object - Select "*Number of Open Cases*" as the Target Field - Select *Task* as the Child Object - Use the default Relationship Field - Select *Count* as the Rollup Type. Note: IsDeleted is the default source field used for count rollups since it is a simple boolean field that exists on all records - Create a New Filter - Name the filter in step 1 (e.g. Open Tasks) then skip to step 3 - In step 3 select the *Status* field - Select *not equal to* as the Operator - Select *Completed* for the Criteria ![Count Number of Tasks on an Open Case Filter](https://www.passagetechnology.com/hs-fs/hubfs/Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Filter.jpg?width=2092&name=Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Filter.jpg) - Save the filter and then Save and Run the rollup ![Count Number of Tasks on an Open Case Rollup](https://www.passagetechnology.com/hs-fs/hubfs/Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Rollup.jpg?width=845&name=Count%20Number%20of%20Tasks%20on%20an%20Open%20Case%20Rollup.jpg) You can now place a validation rule on “Case” using the “number of open tasks” field, which will prevent the record from being closed if the count is higher than 0. You now have a more productive, manageable Salesforce environment!  --- **Need help?** [![Schedule a one-on-one demo](https://no-cache.hubspot.com/cta/default/4130736/fbae864a-7cf4-44e6-93ef-9069a57d082e.png)](https://cta-redirect.hubspot.com/cta/redirect/4130736/fbae864a-7cf4-44e6-93ef-9069a57d082e) Tags: [Case](https://www.passagetechnology.com/rollup-helper-use-cases/topic/case), [COUNT](https://www.passagetechnology.com/rollup-helper-use-cases/topic/count), [Task](https://www.passagetechnology.com/rollup-helper-use-cases/topic/task) | [** Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) | [Rollup Helper Use Case Library](https://www.passagetechnology.com/rollup-helper-use-cases) | [ Viewing the Largest Quote on an Account ** ](https://www.passagetechnology.com/rollup-helper-use-cases/largest-quote-on-an-account) | | --- | --- | --- | [ Optimize Sales Rep Reporting and Leaderboards in Salesforce ](https://www.passagetechnology.com/rollup-helper-use-cases/sales-rep-reporting) [ Rolling Up Marketing Cloud Account Engagement (Pardot) Activity ](https://www.passagetechnology.com/rollup-helper-use-cases/rolling-up-marketing-cloud-account-engagement-pardot-activity) [ Streamline Sales Pipeline ](https://www.passagetechnology.com/rollup-helper-use-cases/streamline-sales-pipeline) [ Creating Grandchild Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/creating-grandchild-rollups) [ Calculate the Number of Cases on a Salesforce Contact Record ](https://www.passagetechnology.com/rollup-helper-use-cases/number-of-cases-on-a-contact) [ Creating Account Hierarchy Rollups without Coding ](https://www.passagetechnology.com/rollup-helper-use-cases/account-hierarchy-rollup-without-code) [ Easily Create a Custom Last Activity (Task/Event) Date ](https://www.passagetechnology.com/rollup-helper-use-cases/last-activity-task-event-date) [ Roll-ups Using Formulas Rather than Static Criteria ](https://www.passagetechnology.com/rollup-helper-use-cases/roll-ups-using-formulas-rather-than-static-criteria) [ Identify The Primary Contact On An Account ](https://www.passagetechnology.com/rollup-helper-use-cases/identify-the-primary-contact-on-an-account) [ Opportunity Line Item Schedule Rollups ](https://www.passagetechnology.com/rollup-helper-use-cases/opportunity-line-item-schedule-rollups) © 2026 Passage Technology LLC All Rights Reserved. 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