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Tips, Tricks & Best Practices

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MPalmer6 on August 26, 2025

Creation of Tasks - Automation - Confusing issue - help needed

Hi All. I am hoping I am just being a bit silly, but i had previously set up multiple tasks to be created off a trigger, nothing fancy but a nice onboarding task list once we confirm their status as a client. All was working fine but I have adde read more

Reply Companies Tasks Workflows

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 26, 2025 07:57

Hi @MPalmer6 , You need to scroll down the left sidebar of the "Create task" workflow action and specify which associations should carry over,...read more

Solved

leamoise on June 18, 2024

Need Advice on Building an Effective Onboarding Pipeline in ServiceHub

Hi everyone, I'm currently using ServiceHub for our company's onboarding pipeline, and I'm facing a few challenges. Our clients don't always complete onboarding steps in order, and sometimes they don't finish all the steps. I want to create read more

Reply CRM Professional Service Tasks Workaround

0 upvote

5 Replies

Accepted solution

DanielZarick

Contributor

July 26, 2024 21:37

Hey @leamoise ! Super common challenge, totally get it. We wrote a guide that might be helpful, at the highest level, about setting up an onboar...read more

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