I’d like to set up a workflow that can automatically add the owner of the associated contact on a task that doesn’t have an owner. I can’t find the right task properties on the workflow tool to set it up.
I have 1,800 tasks without an owner to manage, this would be a great help! thank you very much!
Hi @Thomas-BERTRAND,
This is unfortunately not possible at this moment. Workflows are not capable to update activities like tasks, notes, meetings etc. With HubSpot’s default tools, this cannot be achieved.
If you have Operations Hub Professional or Enterprise, you could leverage custom code actions here: Workflows | Custom Code Actions - HubSpot docs
With the help of a developer and the HubSpot Engagements API, you could craft a custom coded workflow action to accomplish what you’re trying to do. Out of the box, it’s not possible.
Depending on how these tasks were created, you could also consider deleting them and re-creating them with the correct owner, only if you can recall the task creation criteria of course.
Best regards!