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
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: Set up user notifications in HubSpot
You can create notification profiles for users: Create notification profiles
Best regards!
Dear @karstenkoehler
The problem is that the task is not created at all
Hi @SIon1,
Have you checked whether the contact records have correctly enrolled in the workflow? Review your workflow's enrollment history
Best regards
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
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?
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!
Many thanks
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
Yes, it is matching
