Automating task creation on campaigns

[PLachance8]

We use campaigns to track tasks. We have campaigns for our conference attendance. How do I automatically create tasks and associate them with a campaign when a certain type of campaign is created?

[karstenkoehler]

Hi @PLachance8,

If you're using the campaigns tool for project management, you might want to have a look at the new project object announced at INBOUND which might offer more robust features than tasks for what you're trying to do: https://knowledge.hubspot.com/records/understand-objects#projects

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Project Object with Gantt Chart View

What is it?

You can now manage projects using a new Project object and visualize them with a Gantt chart view, giving you the ability to execute structured project management directly in HubSpot's Smart CRM. The Gantt chart view provides a visual timeline of your records and associated tasks, helping you see how work is progressing over time. You can also use table view and board view.

Why does it matter?

Teams managing cross-functional work often struggle with visibility into project timelines and task dependencies. Previously, managing projects in HubSpot required adapting existing tools, leading to scattered information and misalignment. With native project management in the CRM, teams can track progress, adjust timelines, and keep project data connected to workflows and reporting all in one place.

With the Project object and Gantt chart view, teams can:

• See timelines and tasks in one place
• Track progress and adjust plans as things change
• Keep project data connected to workflows, reporting, and the rest of the CRM
• Align teams around what needs to happen and when

How does it work?

Watch this Loom for a walkthrough.

To activate the Project object:

1. Navigate to Settings > Data Management > Object Library
2. Select the Projects checkbox, then click Confirm
3. Configure properties, pipelines, and automation on the Project Settings page

To access the Gantt chart view:

1. Go to any CRM index page
2. Select an object type (available for Projects, Deals, Services, and their associated Tasks)
3. Click the View type button and select Gantt view

Using the Gantt chart:

• View record and task timelines visually
• Drag timeline bars to adjust dates
• Add and complete associated tasks directly in the chart
• Filter and zoom to focus on specific records or timeframes
• All changes sync automatically with CRM properties

Who gets it?

Access to the Gantt chart view is available to accounts on Starter, Professional, or Enterprise subscriptions.

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base:

• Understand objects
• Manage index page types and tabs

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For campaigns, what you're trying to do is not possible, unfortunately. Neither are there campaign-based workflows, nor can campaign templates include tasks, nor are tasks included when a campaign is cloned.

As always, you could request this from the product team by submitting a post to the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Best regards!

[PLachance8]

This looks like an interesting feature but  It's still not clear how to automate project creation based on campaigns, or associate projects and/or tasks with through workflows with campaigns. As someone coming from SF, both associations and workflows feel like they're in beta and artificially limited...

[karstenkoehler · Accepted solution]

@PLachance8 if I understand you correctly, there is no built-in automation or feature in HubSpot that would accomplish this. You can work with the HubSpot API to create tasks when a new campaign is created but that would be custom dev work.

[TOlis]

You can automate task creation and link them to a campaign in HubSpot using workflows.

First, create a new workflow in Automation - Workflows. Set up the trigger to activate when a certain type of campaign is created (like Conference Attendance). In the workflow, add an action to create a task. Here, you can specify details like the task’s name, due date, and priority.

To link the task to the campaign, use the associate with option when creating the task, so every task created in this workflow will automatically be linked to the campaign. Once the workflow is set up, test it by creating a sample campaign to ensure tasks are generated and associated correctly.

[PLachance8]

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@TOlis wrote:

First, create a new workflow in Automation - Workflows. Set up the trigger to activate when a certain type of campaign is created (like Conference Attendance).

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How do I do this? 'Campaign' doesn't show up as a record type under triggers

[Jaycee_Lewis]

Hey, @TOlis 👋 Can you share any screenshots of how you set up this workflow? That might help @PLachance8 reproduce what you are suggesting. — Jaycee