Select "Task Type" when "Creating a Task" in a Workflow

[Mary_Pouliot]

When "creating a task" via a workflow, the user does not have the ability to select the type of task being created. This would be a welcome feature to have in the workflow tool.

[Mary_Pouliot]

[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.  

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! 

[joseortiz]

Just had a customer ask for this as well!

[roisinkirby]

[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.  

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! 

[KC]

 Hi there,

Is there any way I can create and add a new Type on my own choice? Thanks.

Regards,

KC

[jwiedenheft]

(edited my comment out. this is referencing HubSpot Tasks, not Salesforce Tasks.)

[Tabish]

Hi there,

My question is the same, Is there any way I can create and add a new Type of my own choice? Thanks.

Regards,