Workflows can create tasks, any way to complete them?

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SpencerHodgson
Participant

I've found workflow automations to be VERY helpful, and sometimes they can create tasks in bulk and streamline processes in a way that saves a LOT of time! But sometimes those tasks end up needed to get deleted in bulk too, otherwise the workflow just CREATED something which will take a lot of time. Any idea on if it's possible to use a workflow to mark qualifying tasks as completed?

 

Thanks!

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Huble_Connor
Solution
Key Advisor | Elite Partner

There isn't a way to mass delete tasks as far as I know. Activities are tricky since they don't behave like objects. If you wanted you could use the associated Deal. Then you could have a custom property to flag things to delete but I don't see anything that allows you to set Activity properties like you can Objects.



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


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karstenkoehler
Solution
Most Valuable Member

Hi @SpencerHodgson,

 

At this stage it's not possible to edit the status of a task in workflows. (It might be possible with custom code in workflows, requiring Operations Hub Professional.)

 

There is a related request in the HubSpot Ideas section of the community which you might find interesting: Allow workflows to delete or mark tasks complete

 

Hope this helps!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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2 Replies 2
Huble_Connor
Solution
Key Advisor | Elite Partner

There isn't a way to mass delete tasks as far as I know. Activities are tricky since they don't behave like objects. If you wanted you could use the associated Deal. Then you could have a custom property to flag things to delete but I don't see anything that allows you to set Activity properties like you can Objects.



Connor Slivensky
HubSpot Implementation Specialist

Huble Digital | www.hubledigital.com

P: +1 (312) 488-9710


Learn More...
Powered by Terminus

View solution in original post

karstenkoehler
Solution
Most Valuable Member

Hi @SpencerHodgson,

 

At this stage it's not possible to edit the status of a task in workflows. (It might be possible with custom code in workflows, requiring Operations Hub Professional.)

 

There is a related request in the HubSpot Ideas section of the community which you might find interesting: Allow workflows to delete or mark tasks complete

 

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.

View solution in original post