HubSpot Ideas

Mary_Pouliot

Select "Task Type" when "Creating a Task" in a Workflow

When "creating a task" via a workflow, the user does not have the ability to select the type of task being created. This would be a welcome feature to have in the workflow tool.

HubSpot Updates
Delivered
August 02, 2017 06:49 AM

[Now Live] - Two updates to creating tasks in Workflows

 

What is it?

 

New Fields: When you create a task through Workflows, you can now set the Type, Title, and Reminder Date fields automatically. 


Task Personalization: In addition, you can also add contact personalization tokens to both the Task Title and Notes. 

Click here to try it out in your portal.  

 

Screen Shot 2017-07-27 at 3.28.55 PM.png

Screen Shot 2017-07-27 at 3.30.00 PM.png

Who gets it
All Marketing Professional and Enterprise customers

 

How it works
When you add an action to create a task in Workflows, you’ll see the new fields available. The Title and Notes fields now have a button to “Insert contact token” which will allow you to insert a personalization from a contact property. 

 

What languages is this available in?
All languages

 

Please let us know if you have any questions or feedback! 

5 Replies
joseortiz
HubSpot Employee

Just had a customer ask for this as well!

roisinkirby
HubSpot Product Team

[Now Live] - Two updates to creating tasks in Workflows

 

What is it?

 

New Fields: When you create a task through Workflows, you can now set the Type, Title, and Reminder Date fields automatically. 


Task Personalization: In addition, you can also add contact personalization tokens to both the Task Title and Notes. 

Click here to try it out in your portal.  

 

Screen Shot 2017-07-27 at 3.28.55 PM.png

Screen Shot 2017-07-27 at 3.30.00 PM.png

Who gets it
All Marketing Professional and Enterprise customers

 

How it works
When you add an action to create a task in Workflows, you’ll see the new fields available. The Title and Notes fields now have a button to “Insert contact token” which will allow you to insert a personalization from a contact property. 

 

What languages is this available in?
All languages

 

Please let us know if you have any questions or feedback! 

KC
Member

 Hi there,

 

Is there any way I can create and add a new Type on my own choice? Thanks.

 

Regards,

 

KC

jwiedenheft
Contributor

(edited my comment out. this is referencing HubSpot Tasks, not Salesforce Tasks.)

Tabish
Member | Platinum Partner

Hi there,

 

My question is the same, Is there any way I can create and add a new Type of my own choice? Thanks.

 

sc1.png

 

Regards,