Hi, I am trying to set up a workflow which sets tasks for any contacts/companies that do not have an Activity set. Is it po…

Hi @Arnika , Yes, your first step would be to create a list of contacts / companies that are associated with at least one act…

Hi @Arnika , Yes it does, simply change “Activity type is known” to “Activity type is Task”. Best regards!

Hi @Arnika , Are you sure that your contacts are actually associated with tasks? (Is there an entry for contacts in the Assoc…

Hi @Arnika , No, there is not, unfortunately. It’s not possible to throttle workflows. You would have to split your bigger li…

Hi Karsten, Thank you :). Just to confirm, i meant task not activity. So any contacts/companies with no tasks set . Does …

Okay great. I have followed the instructions but the list is not being populated- see screenshot.

Thanks, I was in my developer account :laughing: With regards to this: Before you do that, I’d recommend checking what the …

Thank you. I’ve started the workflow and the tasks have been set. To confirm, there is no way to easily change the date for t…

Hi @Arnika , In your workflow, you can change how many days from creation the task should be due. Is this what you’re referri…

Hiya, I have created the workflow and set the days. I wasn’t able to split there aren’t the correct fields populated for me …

Hi @Arnika , Under Menu > Sales > Tasks, you can select tasks. Once selected, an Edit option should appear: [karstenkoehler…

Hi Karsten, I am aware of this way but I wondered if there was a quicker way as there are quite a lot of tasks!

Hi @Arnika , You can select entire pages or even all tasks by clicking into the top left checkbox – have you tried? Best reg…

Hi Karsten, Yes I have tried that, and it still requires me to manually do it. I wondered if there was a way to do it faster…

Workflow to set a Task- trigger is contacts with no Activity set

karstenkoehler July 22, 2022, 4:35am 18

If you’re selecting different tasks, then no, this is as good as it gets, unfortunately. Tasks can’t be exported+imported.

Best regards!

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