Configure an Action on Task Completion
I am trying to track completion of a specific task. I have a task for a client debrief that gets created by an automation when a client is moved from stage to stage. When the user "Completes" this task and checks the "done" button, I would like to automate tracking of this, either a report or the ability to automate upon completion of this task an email gets sent to the supervisor. Is this possible?
Best Answers
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Yes.
Trigger: Activity updated
Condition: Status has changed to Done
Action: Send email
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Yea thats what custom task types are for, you can create these in your company settings under activities. I wont bother with a screenshot because its all in Dutch and that will probably be kinda confusing haha.
If you set that type up, and change the automation that creates the activity to always have that type. You can then also select that type for the other automation
This Pipedrive link shows how you can create it:
https://support.pipedrive.com/en/article/creating-custom-activity-types
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Answers
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Amit,
Thank you for your response. I understand this logic and I have built it. How do I assign it to a specific task, so that every task that is completed does not trigger the email?
Matthew
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I have the automation and it is working, but it is sending an email for every single task that is complete. I only want to send the email for the specific task Client Debrief.
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If the specific task has a specific task type called Client Debrief:
Add an extra condition
- Task type is Client Debrief
If it doesnt, but always has the same title:
Add an extra condition
- Task title contains "Client Debrief"
Dont recommend the latter one, as it makes your automations not very dynamic, but just to show the different options you have.
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Where do I find Task Type to add as a condition?
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You just look for type, not task type, that should make it pop up
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Ok making baby steps. Got the type - but cannot find a way to define the parameter task name?
There is no option to type in task type is named... As an the automation creates the task for the deal owner, is there a way that I can build a specific activity "task" that is Client Debrief" so it is an option in the activity type drop-down? Thank you for helping me as I fumble through this.
Matthew
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Here is what the "Task" appears as on the Client Record.
Is there a way to "define" this "Task" specifically as a "Client Debrief"?
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