Assigning Tasks in Workflows - Should have same Capabilities as Individual Task

When assigning a task through a workflow there are certain limitations.  Such as, you are not able to set up a reminder for the task, or enter a title.  These are limitations that when entering an indivdual task are not present.  

 

Seems like a no brainer that they would both have the same capabilities? Perhaps I am wrong? 

HubSpot updates
Status updated to: Delivered
Aug 2, 2017

[Now Live] - Two updates to creating tasks in Workflows

 

What is it?

 

New Fields: When you create a task through Workflows, you can now set the Type, Title, and Reminder Date fields automatically. 


Task Personalization: In addition, you can also add contact personalization tokens to both the Task Title and Notes. 

Click here to try it out in your portal.  

 

Screen Shot 2017-07-27 at 3.28.55 PM.png

Screen Shot 2017-07-27 at 3.30.00 PM.png

Who gets it
All Marketing Professional and Enterprise customers

 

How it works
When you add an action to create a task in Workflows, you’ll see the new fields available. The Title and Notes fields now have a button to “Insert contact token” which will allow you to insert a personalization from a contact property. 

 

What languages is this available in?
All languages

 

Please let us know if you have any questions or feedback! 

4 Replies
Regular Contributor

I agree. Our sales organization is finding tasks to be quite useful, especially tasks assigned via workflows. If our marketing team had the ability to add a distinct title, description, task type, and unique dates for creation/reminder/due (as well as turning off email reminders or due dates) the sales team would have better understanding and more confidence in the leads we pass along. It would cut down on follow up communication and make the process more efficient.

Regular Contributor

Also we find a few scenarios where our workflows must create a task before the associated contact record is assigned to a sales rep. When the contact is assigned a hubspot owner, it'd be great if the unowned task assumes that same owner. 

 

Status updated to: Delivered
HubSpot Product Team

[Now Live] - Two updates to creating tasks in Workflows

 

What is it?

 

New Fields: When you create a task through Workflows, you can now set the Type, Title, and Reminder Date fields automatically. 


Task Personalization: In addition, you can also add contact personalization tokens to both the Task Title and Notes. 

Click here to try it out in your portal.  

 

Screen Shot 2017-07-27 at 3.28.55 PM.png

Screen Shot 2017-07-27 at 3.30.00 PM.png

Who gets it
All Marketing Professional and Enterprise customers

 

How it works
When you add an action to create a task in Workflows, you’ll see the new fields available. The Title and Notes fields now have a button to “Insert contact token” which will allow you to insert a personalization from a contact property. 

 

What languages is this available in?
All languages

 

Please let us know if you have any questions or feedback! 

Regular Contributor

Awesome! This is everything our team could have asked for. Great job, HubSpot!