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?
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!
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.
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.
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!