Tips, Tricks & Best Practices

TReagan
Member

Workflow assigns new task before previous is completed

SOLVE

I have triggers in the workflow to delay assigning the new task until the old task is completed but it doesn't matter, it will still assign them even if the previous task still shows open. Can someone help with this? Attached are two photos, one of what it looks like on a customer's contact card and the other is my workflow.

 

thumbnail_Image 4-19-22 at 10.45 AM.jpgthumbnail_Image 4-19-22 at 10.46 AM.jpg

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow assigns new task before previous is completed

SOLVE

Hi @TReagan,

 

By default, HubSpot will assume that a new task is not related to a task created before. In other words, HubSpot doesn't care whether previous tasks have been completed.

 

The solution here is a "Delay until event happens" action:

 

karstenkoehler_0-1650388575514.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow assigns new task before previous is completed

SOLVE

Hi @TReagan,

 

By default, HubSpot will assume that a new task is not related to a task created before. In other words, HubSpot doesn't care whether previous tasks have been completed.

 

The solution here is a "Delay until event happens" action:

 

karstenkoehler_0-1650388575514.png

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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