topic Re: Task assignment doesn't work in Tips, Tricks & Best Practices

Task assignment doesn't work

SIon1 — Wed, 31 May 2023 09:13:43 GMT

Dear all,

I am having some trouble with the task assignment function in a workflow. In fact, as you can see from the screenshot there is the filling of the form that should trigger the task assignment and the specific person will be notified when this happens. However, is not like that as the person never gets the notification.

Here you can see the create task settings

Re: Task assignment doesn't work

karstenkoehler — Wed, 31 May 2023 09:21:58 GMT

Hi @SIon1,

Is the task not created or is the task created but the assignee is not receiving a notification? Can you check under Menu > Sales > Tasks?

If it's the latter, this would be a matter of the notification settings: https://knowledge.hubspot.com/settings/how-to-set-up-user-notifications-in-hubspot

You can create notification profiles for users: https://knowledge.hubspot.com/settings/create-notification-profiles

Best regards!

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 09:30:47 GMT

Dear @karstenkoehler

The problem is that the task is not created at all

Re: Task assignment doesn't work

karstenkoehler — Wed, 31 May 2023 09:34:17 GMT

Hi @SIon1,

Have you checked whether the contact records have correctly enrolled in the workflow? https://knowledge.hubspot.com/workflows/workflow-enrollment-history

Best regards

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 09:39:24 GMT

Yes, there is an actual enrollment and a task creation as well.

Re: Task assignment doesn't work

karstenkoehler — Wed, 31 May 2023 09:48:27 GMT

Hi @SIon1,

Have you clicked through to the task? How are you looking for the task? Have you made sure you're not looking at a filtered view?

Best regards

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 10:59:50 GMT

As I click on the task I get this view:

Those are the only filters:

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 11:02:45 GMT

I found the submission by looking at the completed tasks. However, it hasn't been completed. Is there a way to don't mark the task as completed?

Re: Task assignment doesn't work

karstenkoehler — Wed, 31 May 2023 11:02:51 GMT

Hi @SIon1,

It looks like the task is being created correctly – otherwise you wouldn't be able to open it.

Regarding your filters, is the Assigned to filter matching the person that the task is assigned to? It's hidden so I can't tell.

Best regards

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 11:03:47 GMT

Yes, it is matching

Re: Task assignment doesn't work

karstenkoehler — Wed, 31 May 2023 11:04:26 GMT

Hi @SIon1,

There isn't any automation that marks tasks as completed – another user must have (accidentally) completed this task.

And no, it's not possible to block an assignee from completing a task.

Best regards!

Re: Task assignment doesn't work

SIon1 — Wed, 31 May 2023 11:06:24 GMT

Many thanks