+1
+1
+1
Yes, please. Would like to be able to TRIGGER based on a task (which is sometimes created by a 3rd party integration) and also edit tasks (reassign, change date, etc)
+1
The relationship between tasks and deals and other objects is significant, and there are times it would be better to trigger an action starting from a task. For example, HubSpot has a default Deal property, “Next Step,” which figures prominently in its new Sales Workspace, but when populated, this property becomes somewhat redundant to tasks. Instead of asking the team to manually populate both, I would like to be able to trigger a workflow based on a task, so that when a team member creates a task to “Follow up,” a workflow can automatically populate the Deal Next Step property. If we can create a task from a deal-based workflow, the functionality to update properties from a task should also exist.
+100000 for all of these comments.
We use Clickup for task management, and I would love to be able to create a trigger on ‘task created’ so that I can mimic the task into ClickUp so all of the company-wide tasks are rolled up into a single view.
Beyond that, creating tasks based on deal stages and pipeline stages seems to work great - but not sure why we can’t further that flow beyond it’s current limited functionality.
100% needed. We are looking for the simple functionality of being able to automate the closure of all relevant tasks when a ticket is closed.
Beyond this, being able to make edits to the task detail and date and assignee would be so helpful!
Hi everyone,
Thank you for your feedback and comments. Task workflows were added to the workflow tool in November. Any account with access to workflows will now see these as an option.
Best,
Megan Legge
Product Manager, Workflows