Set a repeating task with a workflow

[MSwartzentruber]

Similarly to a setting tasks to repeat when manually creating a task, (https://knowledge.hubspot.com/tasks/create-tasks#set-tasks-to-repeat-sales-hub-or-service-hub-starte...) we need to create a task with a workflow that will repeat automatically. Currently the only way to create a task like this is to manually create each task individually, quite cumbersome. 

[karstenkoehler · Accepted solution]

Hi @MSwartzentruber,

While it's not recommended, you can create loops by setting up two workflows:

1. (Re-)enrol contacts in a workflow 1 based on membership in a static list

2. Create the task

3. Remove contact from static list

4. Enroll contact in workflow 2

5. Delay contact in workflow 2 by desired interval

6. Add contact to static list (thus triggering step 1 again)

This doesn't work well with months (as the interval is not exactly 30 days), unfortunately. Days, weeks and years are not an issue.

A recurring task feature for workflows would still be a good idea and valid request. I'd recommend posting in the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.

Hope this helps!

[karstenkoehler · Accepted solution]

Hi @MSwartzentruber,

While it's not recommended, you can create loops by setting up two workflows:

1. (Re-)enrol contacts in a workflow 1 based on membership in a static list

2. Create the task

3. Remove contact from static list

4. Enroll contact in workflow 2

5. Delay contact in workflow 2 by desired interval

6. Add contact to static list (thus triggering step 1 again)

This doesn't work well with months (as the interval is not exactly 30 days), unfortunately. Days, weeks and years are not an issue.

A recurring task feature for workflows would still be a good idea and valid request. I'd recommend posting in the HubSpot Ideas section of the community. The product team reviews these requests based on their popularity.

Hope this helps!

[DouglasW · Accepted solution]

This does not seem to be possible now. The workflow editor recognizes that it creates a loop between two workflows and does not permit it.