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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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.
Absolutely a must. We have a workflow that triggers when a Contact Owner is assigned to a lead. It automatically creates tasks and assigns them to the Contact Owner as they start following up the lead.
We also have a 1 hour expiration on that assignment. If the Contact Owner doesn't work the lead within an hour (send an email, call, or text), the assignment is released and the lead becomes available to be reassigned to a different sales agent (Contact Owner) with availability to follow up the lead.
If this happens, the old tasks for the old Contact Owner need to be manually deleted. It would be amazing if Workflows could simply automate this.
Dead leads are another good example of when a Workflow should be able to delete all remaining and irrelevnat tasks once the lead enters that category.
I'm surprised this thread has been going on for so long with so many likes and still no feature implemented or even a plan??
I'm baffled that this feature has not been included since years. I can't delete tasks or just put them in another queue with a workflow. There must be some way to get rid of obsolete task without closing them by hand.
We'd like to automatically "Clean-Up" tasks, either deleting them or marking Task Status = Complete when its associated Deal or Ticket hits a certain stage (i.e., Closed Won, Closed Lost, or Solved)
For example, we have follow-up tasks assigned to reps to follow up on a Deal that has already sold. We'd like to automatically mark those tasks as complete so reps are not wasting time looking at tasks that are, in essence, complete.
Thank you for considering; understand it could be challenging with the associations.
As it looks like this isn't going to be implemented, I developed a mini Hubspot app which creates a new Workflow action to make this possible (not released on the marketplace, just using it personally at the moment). If you're interested in using it for yourself, I could look at releasing it on the marketplace.
Or if you'd like to try it out, just give me a shout - you can reach me via scott@dcsdigital.co.uk
Our sales team relies heavily on tasks to structure their work. I'd like to be able to remove all pending tasks from a record once it has been deemed unqualified or lost.
YES! We need this automation. Some of our workflows will trigger a "private" task to the owner to do various things as a reminder for them. Ideally, the owner should be clearing their tasks themselves, but we all know that is not how things work.
There should be something we can add to the workflow that would automate closing/completing the task if it hasnt been already due to it not being needed anymore (change of status/activity/moved away from what the workflow was triggering).
3 years of requests for a pretty simple and very practical feature. I'm a little disappointed to see nothing has been implemented here by the HS team to make this happen! Please read these comments!
I hope you're well. I've created an app, Utilities for HubSpot, offering features that fit your described use case. Specifically, the app offers 2 custom workflow actions that you could consider using:
Mark All Tasks as Complete
When deployed within a HubSpot workflow, this action marks all Tasks associated with the enrolled record as Complete.
Delete Associated Tasks
When deployed within a HubSpot workflow, this action deletes all Tasks associated with the enrolled record.
As outlined in the app's Usage Guide, both these custom workflow actions also offer the option to restrict their effect to Tasks sharing the same Owner (i.e. the assigned HubSpot user) as the enrolled record.
I realise it's been years since your post, so you may have moved on from this idea. Regardless, given how many upvotes your idea has generated, I figure there might be others in the community that could benefit from this app.
We need this in the worst way! Why hasn't this been implemented? Seems to be a pretty common sense idea to be able to reverse auto created tasks. Really would love to hear Hubspots feedback on this?
This could be such a useful feature. We already have ability to find and check if task is complete in Enrollment triggers so it should also be possible to edit those tasks.
Our team really needs this feature, we have a lot of processes that cannot be done in hubspot. So the best way to track their progress and let users know what they need to do is through these tasks and we could end up with a couple dozen of them in a single deal. At this point it is near impossible to find an unfinished task in a huge list inside deal activities. Being able to automatically remove finished tasks when changing stage would be a huge help here.
My company's use case would be to mark tasks associated with a deal complete if the deal is moved into our pipeline stage for clients who terminated services.
This could also relate to another feature I think would be really helpful. There are lots of places in HubSpot where you can link to a workflow that uses a property or other such things, and I use these links all the time.
It would be awesome if when you look at a task history you could see not just "done by automation" in the user field but have a link to the workflow that created the task, like how when you get an email from a workflow, you can click the "sent by automation" link to be taken to that workflow. I would use that all the time to double check that workflows were only assigning tasks as intended and easily tweak the triggers if the task showed up somewhere it shouldn't.
Maybe the "address" or identifier of the workflow that made the task could be useful in allowing workflows to know which tasks to delete. In our case, if I move a deal into the terminated business stage of my pipeline, I would want any open tasks from a workflow of mine called "renewal to-do list" to be completed.
