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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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.
It is much needed feature as plenty of tasks are uncompleted because one department is not responsible for the complete process. Once the job is given to the other department, earlier department leave the task open and this shows tasks pendency in the system.
Should have option to complete or delete the tasks throug workflow based on certain action(s) and have clear system.
Clean system can help us to have smooth process functions
Would love to see this functionality implemented. The ability to delete tasks and other object records via workflow would enable a lot of automated solutions in the platform that currently aren't possible.
Another case where I would gladly have this feature enabled:
Had an error with a workflow where EVERY contact that was ever enrolled in the workflow, enrolled AGAIN. About 3.000, which all got another task. We had to manually go over these 3.000 contacts and complete the extra task.
This could have been an easy fix with an automated workflow.
Upvoting this idea! This "auto-delete" of already existing tasks would be helpful for sales teams.
USE CASE: Workflows are created for Sales reps that automatically creates tasks to follow up with new contacts. However, when those contacts have been disqualified for whatever reason, those open tasks still exist. Which means if there are multiple tasks that are created for every new contact a rep has, you're looking at a rep having to manually delete 3 tasks times 20 contacts = 60 tasks. In terms of keeping a clean and organized pipeline, this lack of a native solution is a headache for Sales teams.
SOLUTION: Create an action that would allow us to auto-delete tasks for contacts who those tasks no longer apply to.
It is great that tasks can be automatically created in a workflow, but it would be great for the ability to have a task marked as complete when a property is updated in the workflow, instead of having to remember to go back and manually mark task as complete.
For those of you with Operations Hub and Custom Code Workflows, the below code block originally came from user @dirkd but has been modified for Private App authentication rather than API Key. It marks all tasks associated with the deal as complete. The updated code that HubSpot posted to their github did not work for me but with a little help from ChatGPT I was able to get this working:
// Find all tasks associated with deal hubspotClient.crm.deals.associationsApi.getAll(event.object.objectId, ["task"]) .then(results => { // Go through each result returned and set status to COMPLETED results.body.results.forEach(task => { const options = { method: 'PATCH', url: `https://api.hubapi.com/engagements/v1/engagements/${task.id}`, headers: { 'Content-Type': 'application/json', 'Authorization': `Bearer ${process.env.secretName}` }, body: { engagement: {}, metadata: { status: 'COMPLETED' } }, json: true };
Agreed. We need the ability to check off tasks as completed in quanity. If a company becomes a dead lead, and there are 10 contacts with tasks associated, those tasks show up forever. This is also an issue when you are sending out email workflows - if you assign a to do task for after the workflow completes. You'd have to open each and every one to 'clear' the task. I have contacts that have several tasks already - all of them have been completed by an automated process, and those outstanding tasks will probably be sitting there forever. Thanks
This seems like a no-brainer to add in, especially with all of the upvotes. This would really add a ton of value to the product and would alleviate a ton of manual work for my team.
How many upvotes are required for you to add items to your roadmap?
