@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:
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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
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.