Auto Complete task

[KemBaricuatro]

Hi Everyone,

Is there a way to automatically complete a task when a deal is moved to a specific stage in the CRM?

Thanks in advance.

[natsumimori · Accepted solution]

Hi @KemBaricuatro 

Thank you for sharing your question in the HubSpot Community.

I checked the Knowledge Base article and I believe the only way a task should be completed is by hitting the check box "Mark as complete".

However, I've found an Idea post with this feature request: Allow workflows to delete or mark tasks complete. I think it's very close to what you'd want to achieve, please take a look! And if you agree with the request, please give it an upvote and leave your feedback too:)

[karstenkoehler · Accepted solution]

Hi @KemBaricuatro,

Good news, HubSpot has introduced task workflows! This is now possible.

Workflows
Task workflows
November 7, 2024

What is it?

Users can now create task-centered workflows.

Why does it matter?

Enhance task automation with greater flexibility and efficiency. Trigger automation directly from changes in tasks, like creation, status updates, or overdue notifications. Establish standard, automated processes for task management. For example, alert a sales manager when specific tasks complete or become overdue, or automatically create tasks in other project management tools when you start tasks in HubSpot.

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 as usual

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise

You can find this beta here:

You can now enroll tasks based on criteria of your liking ('When filter criteria is met' > change 'Filtering on' dropdown from tasks to deals > under deal properties find deal stage and specify it) and use the 'Edit record' workflow action to set a task status to completed:

If you want to make it easier for others to find this update, you can help them by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[GrowthOperation]

Hi @SDavidson and @KemBaricuatro -

Good news! We just launched an app on the HubSpot marketplace that allows for tasks to automatically be marked as complete.

So for the use case of marking a task as complete when a deal moves to a certain stage, you can 100% do that using our app.

>>> Link To App Listing Page <<<

There's a free plan that accomodates up to 10 actions per month, so depending on your volume of deals you might be able to use our app for free. Paid plans start at $10/month if you need more capacity.

[natsumimori · Accepted solution]

Hi @KemBaricuatro 

Thank you for sharing your question in the HubSpot Community.

I checked the Knowledge Base article and I believe the only way a task should be completed is by hitting the check box "Mark as complete".

However, I've found an Idea post with this feature request: Allow workflows to delete or mark tasks complete. I think it's very close to what you'd want to achieve, please take a look! And if you agree with the request, please give it an upvote and leave your feedback too:)

[SDavidson]

Hi @natsumimori 

Do we have an update on this? I have been reading through the comments on the link you sent through and it looks like hubspot have not actioned anything at this stage. All comments are stating how useful and needed this feature is.  Please can someone advise if this is at all close to being finalised and added to Hubspot? 

[natsumimori]

Hi @SDavidson ,

The most recent update was published on June 26, 2021 by one of our Product Team and the status updated to was "Not Currently Planned". So for now, this feature request isn't actively planned.

However, as The Ideas Forum Users' Guide states, it doesn't mean that feature will never be developed and we still encourage you to leave your feedback in that thread so that the Product Team can review.

I hope this clarifies!