[Workflows] "Task completed" trigger | Automations

HighLevel

Create

Roadmap

Automations

1108

Changelog

144

[Workflows] "Task completed" trigger

in progress

Mario Chow

Makes sense now that task are taking more importance.

September 7, 2022

Mile Stojanov

Core Platform While working on this, could you please add taskID in the list of custom values when using Task related triggers in workflows? This would help with the 3rd party integrations

JJ King

It would be extremely useful to have this as a wait action as well.

In a workflow, create a task, then add a wait for task competition in order to proceed to next step of the workflow. Core Platform

Keith Besherse

JJ King: great suggestion

Core Platform

marked this post as

in progress

Norman Eleven

Core Platform: nice!!!

Tyler Zegil

Core Platform: Is there also a "Task Due Date" trigger in progress?

David Hall

Core Platform: This also needs to come with reporting for date task completed. Currently in audit logs, you can see date updated, removed, deleted, etc., but not completed. This is imperative for tracking employee productivity.

Core Platform

marked this post as

planned

Jacob McGinnis

I just got off a Q&A zoom about this. I'm ready for this to be live!

Deane Fletcher

Yes as an action within a workflow when a task is completed is key!

David Hall

This is a HUGE thing!! It is one of the primary reasons why I have not moved our primary agency CRM to HighLevel just yet. We have used Keap for years and I like HighLevel better for most things, however, in Keap, I can have a task that, when marked complete, moves to the next step in an automation. This has allowed us to build out a fully-integrated workflow management system.

For example, I have web design...When a staff member sets up all of the basic hosting needs for the client and marks the task as complete, it will then send the client an update email from the user telling the client what has been done. Then moves to the next task on the list for the client. This really simplifies communication needs and makes sure that clients stay in the loop without having to worry about the communication aspect getting lost in the plethora of tasks that need to be complete.

John Marshall

tasks need to be more robust so we can update and change them then notify client and user through triggers

Michael Walker

Yes +1, we need this as well.
I've attached a photo of how ActiveCampaign handles this.
Ideally though, I think it'd be better to just include it as a Workflow Trigger!

Felipe Leite

This would be awesome! When a Task is completed, move it to the next stage of a pipeline!

→