It would be usefull to update Tasks via a workflow
- Set the right associations to for example a deal
- Close a task if it is no longer relevant.
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| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Adding Tasks to Workflows | 0 | 582 | March 24, 2022 | |
| Update task with workflow | 1 | 717 | November 29, 2021 | |
| Task Management Automation - e.g. Wipe or reassign tasks for given contact or deal in workflows | 2 | 1589 | September 15, 2021 | |
| Task-based workflows | 68 | 32202 | December 9, 2024 | |
| Allow workflows to delete or mark tasks complete | 155 | 48766 | September 18, 2025 |