Workflow filters based on tasks (body, title, assignee)
B
Boost Operations
At the moment, workflow conditions and smart lists do not have the option to filter based on task content. Task is assigned to, task description is "", task title contains "", etc. Would be extremely helpful.
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A
Adam Campbell
Yes to this! The workflow actions are extremely limited when it comes to tasks. Here are some examples.
- Task not assigned: Filter the workflow trigger or an if/else action based not on the particular user, but just simply if a task is assigned or not.
- Task completed: Filtering a "wait" action for when a task is checked off, or an if/else action that checks to see if the task is completed.
- Task due date: Currently you can set an event start time in a workflow based on the custom value for task due date, but it would be great if this was just native within the workflow builder. In other words, the "wait" action including task-based criteria, rather than having to set an event start date (in the event the workflow already has a start date because it is attached to an appointment, etc.)
There are so many more, but these are a few that come to mind.