CRM

MBeers
Mitglied

Creating a Yes No checkbox or dropdown inside workflows

lösung

Hello,

 

Sorry if this is the wrong forum to ask this question. I'm trying to make a workflow and I need a way for some of my employees to be able to select yes or no from a dropdown menu or checkbox. 

 

Is this possible to do inside of workflows?

 

Currently we have it so a task is created automatically for each employee and then they check it complete but I would like to insert a yes or no checkbox or dropdown inside of the task that is created.

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1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a Yes No checkbox or dropdown inside workflows

lösung

Hi @MBeers,

 

It's not possible to embed a checkbox inside of a task, unfortunately. (Workflows aren't the right tool, either.)

 

However, you could make this checkbox very easily accessible by placing it in the left record sidebar.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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2 Antworten
BukunmiOdetayo
Stratege/Strategin | Partner
Stratege/Strategin | Partner

Creating a Yes No checkbox or dropdown inside workflows

lösung

Hi @MBeers ,

This is never the wrong platform to ask your questions. The community is here to offer you the support you need to ensure you use your Hubspot CRM satisfactorily. So, feel free to ask your questions. We will be glad to support you.

 

For now, hubspot does not have the yes/no dropdown or checkboxes in workflows or even tasks. The option that is very similar to what you are looking for in workflows is the "If/Else" action, and you can give it a try to see if it will work.

 

If Else Action.PNG

 

From the "If/Else" action, select "activity property" and go to tasks.

 

Activity properties.PNG

 

Here, you are going to see a list of the available options you can choose from to determine what happens to the tasks you create for your team.

 

Tasks.PNG

 

Check and see if this helps in any way, and you can help the community by marking it as a solution.

 

Very best,

Bukunmi-Matt







Bukunmi (Matt) Odetayo



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karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Creating a Yes No checkbox or dropdown inside workflows

lösung

Hi @MBeers,

 

It's not possible to embed a checkbox inside of a task, unfortunately. (Workflows aren't the right tool, either.)

 

However, you could make this checkbox very easily accessible by placing it in the left record sidebar.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes