Automation when a task is completed

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LizzieNorman
Member

Hi there!

I am currently creating a workflow and wonder if anyone can tell me if its possible to automate an action when a task in the workflow is marked as completed?

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karstenkoehler
Solution
Most Valuable Member

Hi @LizzieNorman,

 

Currently, only task creation is available as a workflow action. The status of a task, however, cannot be used for enrollment, branching out, delaying etc.

 

The workaround I would suggest here is to not look at the status of the task but at the expected result of the task. Is that result documented in a property? For example, if the task is for a sales person to fill in values of certain properties (phone number, address etc.), you can design your workflow around the fact that the value of a property is now 'known'. If they're supposed to reach out to a contact, the 'Last contacted' or 'Next activity date' property will either be empty or known – and so on.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Solution
Most Valuable Member

Hi @LizzieNorman,

 

Currently, only task creation is available as a workflow action. The status of a task, however, cannot be used for enrollment, branching out, delaying etc.

 

The workaround I would suggest here is to not look at the status of the task but at the expected result of the task. Is that result documented in a property? For example, if the task is for a sales person to fill in values of certain properties (phone number, address etc.), you can design your workflow around the fact that the value of a property is now 'known'. If they're supposed to reach out to a contact, the 'Last contacted' or 'Next activity date' property will either be empty or known – and so on.

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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DPassman
Participant | Diamond Partner

Lizzie,

Noticed your question while browsing the community. You can create a workflow with an enrollment trigger of Task Status = Completed. When creating the workflow, click Set enrollment triggers, and choose "Activity Properties" as your Filter Type.

 

You only have to consider if you want the same thing to happen after ANY task is marked as completed. You would probably need more logic in your enrollment trigger, such as "Task Title Contains," in order to not trigger the workflow for every task.

David Passman