I have a simple workflow:
1. A form where a user can select a preferred date, among other things.
2. after submit, a task is created.
a) Can I create a task with due date = preferred date
b) Add the form values to the Task notes field?
Hey, @Niels2 
Thanks for the interesting question.
This isn’t possible out of the box using the Workflows tool. The task creation action doesn’t offer a way to set a custom property value as a task due date. If you have access to Custom Coded Workflow Actions (Operations Hub Professional or Enterprise) you can investigate grabbing a custom date property from your form submission and using it to set the due date for a task created programmatically. Here’s an example of a user creating tasks using a custom coded workflow action.
Another option is to create an app or middleware to grab the form submission data using the Forms API and then use the Tasks API to create the task with the form data.
If your form fields are stored as Contact properties, you can add them to the note body of a Task using the Workflow tool (screenshot)
In summary, it is not possible to accomplish both of your goals only using the Workflow tool. It may be possible either using Custom Coded Workflow Actions or by creating an app, but both will likely require some experimentation and testing.
Best,
Jaycee
Hello Jaycee.
Thanks for your detailed answer.
a) “Custom code workflow”: I can’t find this option. We have the professional subscription.
b) Own middleware. For another customer we have build a middleware application in Python. Works perfect. Could be interessting if we have more needs.
c) Use the Notes fields: This is a good and simple first ‘solution’