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Feature Request: Tasks to be copied over via the package builder

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  • Skyler Reeves

    •

    Jul 1, 2024

    @Steve Bussey - I know task queues are supported, but I haven't tested to see if tasks are yet. For what it's worth here, a short-term work around here that might be worth sharing with the community is that we can accomplish this by doing the following:

    Method A (Viable)

    • Create a workflow that creates the tasks.

    • Bulk assign the tasks from the task list

    Method B (Better)

    • Opt into the beta for Add data to users with custom user properties.

    • Create a custom user property to act as a trigger. e.g., start_date.

    • Use that new property or properties to act as workflow triggers/branch criteria additional triggers/criteria that handles user assignment.

    • Steve Bussey

      Team•

      Jul 12, 2024

      Both methods here will work and I’ve seen partners do this with success.

      Packaged HubSpot Tasks are not something we have a plan to support at the moment, because these fall into data syncing.