Hi, to help my teams keep their task lists clean, I would like to close all open tasks in closed deals, any advice on how to …

Hi @MTraczyk , This is easiest achieved with a task workflow. Create workflow Skip trigger and choose eligible records (lef…

@MTraczyk looks good, well done :slightly_smiling_face: I’m not aware of any specific videos on this, no, unfortunately. If m…

in test actually this version seem to the the trick :slightly_smiling_face: [157623i2EBC8C6CCCEAA261.png]

@MTraczyk yes, that looks correct :slightly_smiling_face: It’s not possible to exclude tasks created by workflow directly – …

Hi, this looks realy great, I just can not find all the steps.. after i pick up the triger: [157252i42E36535FE68BDA0.png] …

@MTraczyk you took a different path but that also works. Once you add your filter, change the “Filtering on” dropdown (see yo…

thank you, ands that should work only for open tasks in closed deals ? :slightly_smiling_face: [157260iAF5538409B63030C.png…

@MTraczyk you changed the left dropdown from task to deal, not the right “Filtering on” dropdown – in this case, it doesn’t m…

ok, could you show me in more detail how you have build your triger?

@MTraczyk before I do prepare screenshots, could you try and follow these steps one last time? Everything below is name exact…

I have found the SKIPPED THE TRIGGER option, chose task, and save, but what to do here? :slightly_smiling_face: [157261i90E…

@MTraczyk click into the enrollment criteria box, then select “When filter criteria is met”, add filter, change “Filtering on…

I still strugle with the logic in enrloment triggers, but I made it, thank you! ..any good video with tutorial on that subjec…

Hi again @karstenkoehler :slightly_smiling_face: Today, I need to put two exclusions in that workflow - I need to make sure…

Open tasks in closed deals

Smart CRM & Sales Hub Tips, Tricks & Best Practices

karstenkoehler October 2, 2025, 8:14am 12

@MTraczyk looks good, well done I’m not aware of any specific videos on this, no, unfortunately. If my day had more hours, I might get around to do it

Topic		Replies	Views
Identify deals with no open tasks CRM crm , enterprise , tasks	8	6258	April 19, 2023
Enable filtering of Deals based on workflows they've been in HubSpot Ideas workflows , object	1	466	April 26, 2023
deals , show or not show won and closed CRM	2	3642	November 10, 2020
Create "All Closed Lost" filter for Deals HubSpot Ideas object	7	2580	May 17, 2024
Move closed won and closed lost from deals dashboard CRM	12	16490	June 22, 2023

Open tasks in closed deals

Related topics