HubSpot Ideas

amandaulm

More Options for Ticket Task Due Date

I'm setting up a workflow to create three tasks on a new ticket when it first arrives in a pipeline.

What I want to happen is for the Day 1 task due date to be populated based on a ticket date property named Agreement Start Date. Then the subsequent task due dates should be 1 week and then 2 weeks after that date.

 

I contacted Hubspot Support who told me this can't be done yet, and to enter this suggestion on this forum. As I understand it, two pieces of functionality would need to be added for my workflow to be what I need:

 

1. Copy a task due date from a different date-type ticket property

2. Set task due date to [number of days] after another task's due date

1 Commentaire
ReiAkimoto
Participant

I would also like to refurbish.

 

For example,
Deal registration trigger:
"Contract Renewal Date" was renewed in the past 1 day

Action:

Create task
 -Due Date: Set with the previous value of 'Contract Renewal Date' in the deal properties