Allow workflows to delete or mark tasks complete

USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.

PROPOSED FUNCTIONALITY: Add a feature to workflows which would allow changing the status of a task or deleting it. Basically this would be just the opposite of creating a task from a workflow ... but perhaps a bit more complex to implement . Currently workflows auto create many tasks which now no long are applicable and must be manually deleted.
HubSpot updates
5 Replies
EdenAllel
Occasional Contributor

great functionality indeed! 

any time a deal stage changes or a property changes which indicates the task of the lead is no longer valid, it should get automatically deleted via a workflow. 

Luke4
Occasional Contributor

Agreed. The use case that EdenAllel mentions is exactly what I came here to mention. If we create a task based on a deal moving to a particular stage, that task is often no longer relevant when the deal changes stages again. There should be a way to cancel/delete those tasks that are no longer applicable.

DuyH
New Member

I would love to see this feature as well. You've got my vote.

EdgarTichelaar
Regular Contributor

same wish here, when a company/account is assigned to another sales rep, the outstanding task will cause two reps contacting that account unknowingly. 

rtruncale
Regular Contributor

Sent this request to HubSpot today and was told to upvote. This is more of a common sense thing I would say. When a deal is marked closed, we should be able to close out tasks associated to specific stages, subject lines, etc. In our case, we have tasks set up to reach out and follow up to clients who have not moved forward with a specific service/product. If they have moved forward, these tasks still show in opened and our team then goes through 100+ tasks. Ideally, a closed stage or a deal moving to another stage closes out previous tasks.