HubSpot Ideas

KevinFMTV

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 However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.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からのアップデート
ステータスに更新: Not Currently Planned
June 25, 2021 09:21 AM

Hey everyone,

 

Thank you for the continued feedback here. It's very helpful as we have been digging in to understand the use-cases better.

 

While we don't have anything currently planned here, we will update you if that changes.

 

Best,

Jesse

ステータスに更新: Being Reviewed
May 18, 2020 01:18 PM

Hi Everyone,

 

I'm Jesse Tremblay, Product Manager for our Automation products here at HubSpot. Thanks for all of your feedback on this thread.

 

While we don't currently have anything planned here, we are going to be reviewing this idea. We will update this thread as we learn more.

 

Best,

Jesse

149件のコメント
JasmineK
参加者

This would be fantastic. Use case is similar to what has already been mentioned:

If the lead hits criteria X (e.g. lead status disqualified) or a deal is closed-lost, all associated tasks should be either marked as completed or deleted automatically via a workflow, instead of manually doing this.

 

Why? It would make it less manual work, saving time, and it would keep our data and tasks queues cleaner in a more streamlined way.

ISaunders
参加者

Agree that this is a required feature. not everyone works in the same way and a team task that does not get cleared out when no longer relevant runs the risk of double work or a contact being contacted about the same issue multiple times.  

GPauriyal
メンバー

Is this still a pressing need for businesses out here? We have been planning to build an app around this. would love to know if this has been solved by some means or people are still waiting for an super awesome function or app to help with this.

zach_threadint
トップ投稿者

Hi @GPauriyal 👋 you may be interested in Utilities for HubSpot. Among other features, this app offers custom workflow actions that allow you to mark Tasks as complete, as well as delete Tasks associated with the enrolled record. I hope that proves helpful 🙂

mrspabs
トップ投稿者 | Elite Partner

This is a great idea. I create tasks for followup, but if the contact replies prior to the task due date, it would be good to auto clear the task. 

kgates
投稿者

Agreed we really need the option to delete/mark complete tasks in workflows based on deal status change and/or lead status change.

OPetitjean
メンバー

Upvoting!

nbiazmen
メンバー

We need it!

 

WRowland9
参加者

100% yes please