Workflow Issue: Allow us to choose business days, not just days.
When creating workflows, if I have it create a task, it lets you set the due date to 2 days from task creation. However when you create a task manually, you can set it to 2 BUSINESS days from task creation. The problem this is causing is some automated tasks are landing on Saturdays and Sundays.
It was recommended that I post here about this so that it could possibly be added as a workflow feature.
Response from Customer Support:
Thank you for reaching out to HubSpot support. You are correct that there is no option in creating tasks in a workflow so that days will automatically be counted in business days, and would definitely recommend posting on our ideas forum about this issue. That being said, there is an option in the settings tab of the workflow builder to only allow actions to execute Monday-Friday. Depending on the workflow setup you have, you could create a delay prior to the task that will trap contacts until a week day, at which point a task will be created. This obviously is not an ideal outcome, as depending on how you set up your delays, this could still lead to tasks with due dates on the weekend, however this additional option may be a viable way to avoid this from happening in most instances depending on whether or not the workflow needs some actions to execute on the weekend, so I wanted to follow up with this suggestion. Other than that, the only way to set up tasks with business day options at this time is through the standard tasks tool under Sales.
Hi All - This is now live! You will now be able to select business days for the due date and email reminder when configuring the Create Task action in workflows.
I've marked this thread as Delivered since the original post was specific to the Create Task action. If there are other areas that you would like to enable this, we recommend either creating separate posts for those or commenting/upvoting in existing ones. For example, here is a thread about adding business day support into the delay workflow actions.
Hi All - This is now in public beta! You can request access to the beta, if you have workflows access, by going to your HubSpot portal, clicking on your portal name on the top right, and then going down to "Product Updates". On the left side of the page click on "Betas". Find the beta titled "[Public Beta] Set task due date to count business days in workflows" and on the right of it you should see a button to join the beta. You can also click on the beta to read more information about it and how it works. Once you've joined, you can then go to the workflows tool and the Create Task action should be updated to allow you to select business days.
If you run into any issues or bugs, feel free to message me directly!
Thank you so much for this feedback! I'm a product manager on the workflows team and we are currently in the process of updating the Create Task action in workflows to allow you to choose to only count business days when setting both the Due Date and the Email Reminder Date. This post seems to be around enabling business days across a few different areas of workflows, so I won't update this status, but I will follow back up when we have enabled this in the Create Task action and it is out in public beta so you can request access in your portal!
Agreed! Have had many issues in setting up workflows and every support person we have talked to gives us a slightly different answer or mentions another set-up step we should have completed. The option of having a date picker where we could choose "send the 2nd email on [month, day] would eliminate a lot of frustration, errors, and guesswork.
I'm making a workflow to force a deal to closed lost if certain things don't happen in time. I want to wait 3 business days before checking to see if they're done so that's similar to this request, but adding the option of selecting business days in workflows is becoming more important for us.
I'd love to see this added as well. We want to send out emails in a timely fashion the day after the order has been received. However we have to allow for customers who place orders on Fridays that ship on Mondays, so ALL emails have to be delayed several days to account for this. Please let us choose business days!
Hi HS developers - this idea has been in the pipeline since 2019 yet feedback is consistent across your client base that we need this feature. Can we get some traction on this soon and if not when is the expected ETA to commence.
