# Writing notes from existing tasks into custom fields

**URL:** <https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705>\
**Category:** CRM\
**Tags:** professional\
**Created:** [December 2, 2024, 2:09pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705 "2024-12-02T14:09:34Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![RLoser](https://avatars.discourse-cdn.com/v4/letter/r/ecc23a/32.png) [@RLoser](https://community.hubspot.com/u/RLoser)\
**Post date:** [December 2, 2024, 2:09pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705/1 "2024-12-02T14:09:34Z")

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Hey Folks,  
I would like to work with task-notes in HubSpot workflows. In particular I would like to copy the whole string of a task-note into a customfield using the “edit record” function in a workflow. I attached a screenshot of my attempt but am pretty sure I did something wrong there. Can someone help?

 ![Bildschirmfoto 2024-12-02 um 15.09.01.png](https://d2qpr2jzcazej7.cloudfront.net/original/3X/5/b/5b2dea118ad6ca716ca78865d73df8686e955f6c.png)

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 2, 2024, 2:17pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705/2 "2024-12-02T14:17:46Z")

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Hi [@RLöser](https://community.hubspot.com/t5/user/viewprofilepage/user-id/845738),

Could you describe your use case in a bit more in detail?

Updating the previous version of my answer, if you’re referring to tasks (and not notes), then you could use the new option to create a task-based workflow, then use the “Edit record” workflow action to copy the value of the latest enrolled task notes field, for example, into a field on an associated record:

> * * *
> 
> Workflows
> 
> ### Task workflows
> 
> November 12, 2024
> 
> ### **What is it?**
> 
> Users can now create task-centered workflows.
> 
> ### **Why does it matter?**
> 
> Task-centered workflows standardize processes, which helps organizations save time and accomplish more. For example, users can create workflows that notify managers when tasks are complete or become overdue.
> 
> ### **How does it work?**
> 
> To create a task workflow:
> 
> - From the workflows tool homepage, click “Create workflow” and select “From scratch”
> - Choose the task object on the object select page
> - Choose the trigger based on task events or properties
> - Add actions
> 
> ### **Who gets it?**
> 
> Marketing Hub Professional, Marketing Hub Enterprise, Operations Hub Professional, Operations Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise
> 
> * * *

Best regards

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<div class="post-metadata">

**Author:** ![RLoser](https://avatars.discourse-cdn.com/v4/letter/r/ecc23a/32.png) [@RLoser](https://community.hubspot.com/u/RLoser)\
**Post date:** [December 2, 2024, 2:24pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705/3 "2024-12-02T14:24:13Z")

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I am referring to the note of a task. Means the text field where you can write down your notes attached to a task.  
Did you have this situation as well? Do you have a template or sth for this code action? I would have tried it using webhooks and a spreadsheet if I can’t avoid it.  
Talking about activity based workflows: any information about whether or not this will come and when?  
Best  
Rick

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**Author:** ![karstenkoehler](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/karstenkoehler/32/68554_2.png) [@karstenkoehler](https://community.hubspot.com/u/karstenkoehler)\
**Post date:** [December 2, 2024, 2:26pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705/4 "2024-12-02T14:26:27Z")

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[@RLöser](https://community.hubspot.com/t5/user/viewprofilepage/user-id/845738) just updated my previous reply, HubSpot did recently introduce task-based workflows which should solve the issue.

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<div class="post-metadata">

**Author:** ![RLoser](https://avatars.discourse-cdn.com/v4/letter/r/ecc23a/32.png) [@RLoser](https://community.hubspot.com/u/RLoser)\
**Post date:** [December 2, 2024, 2:37pm UTC](https://community.hubspot.com/t/writing-notes-from-existing-tasks-into-custom-fields/121705/5 "2024-12-02T14:37:18Z")

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I see, that seems to work (at least one part of my approach). I’ll need more time to have a look into this before I mark your answer as solution. Thank you again Karsten, I’ll might get back to this topic tomorrow.