I am looking to create a workflow in which a task is created after a playbook is logged. The tricky piece that I am trying to figure out is how to set the due date of the task to a date collected in the playbook itself.
I know I can have the playbook update a property on the company object and then have the workflow trigger once that date is within X# of days to create the workflow to be due either “immediately” or a pre-set number of days “from now”, but what I’d like to do is create the task to be due at the specified date, essentially creating the tasks on the calendar in the future - giving us more foresight.
Is this even possible?
Hi @MWarren9 !
Unfortunately, this isn’t something that’s natively supported in HubSpot at the moment — specifically, you can’t set a task due date to match the exact value of a date property.
That said, here’s a potential workaround I’ve come up with:
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Use the playbook date property as the workflow trigger: “Property is known”
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Add a branch:
- Branch 1: Date is less than 0 days from now
- Branch 2: None met
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Under the “less than 0 days” branch, create a task and set the due date to “immediately”
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It’s not perfect, but it can be useful for flagging overdue or already-passed dates to make sure nothing falls through the cracks.
Happy to refine this further if needed!
Carolina De Mares
Brandgang
Goirkekanaaldijk 14
5046 AT Tilburg
