I have a pipeline with deal stages where each stage contains workflows to create tasks. I need to to create pipeline rules that say that a deal cannot move to the next stage until all tasks within that stage have been completed. Can that be done ?
Hi @HSalah,
Out of the box, no.
If you have an Enterprise subscription, then you could do the following:
- Create a single checkbox properties “All [deal stage] tasks completed”
- Set it to view-only for all users
- Make it required for the deal stage
- Create a workflow that enrolls deals only when all required associated tasks are completed, then set the property from step 1 to yes
Without an Enterprise subscription, this cannot be done.
Best regards!
@HSalah that depends on how you can recognize the tasks – I would assume via task title? “Chain” the criteria via the middle/second “Add criteria” button.
I mean is there an option to enroll the deals that all it’s associated tasks complete in one step in the workflow or it’s not an option i must select the tasks seperately
@HSalah no, there is no filter to check whether all associated tasks are completed.
hi @karstenkoehler yes, there is a sales hub enterprise subscription
Create a workflow that enrolls deals only when all required associated tasks are completed, then set the property from step 1 to yes. do you mean that the workflow moves the deal to the next stage when the property is set to yes
@HSalah no – the property from step 1 should be updated, not the deal stage.
@karstenkoehler Ah! you mean that making the property required for the stage will gurantee that the deal will not be moved to the next stage unless the property is set to yes. Did I understand correctly ?
@HSalah after setting it to view only, see my initial reply, yes.