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Workflow Trigger: Task Completed

Managing tasks efficiently is essential for smooth business operations. The Task Completed Workflow Trigger in Stack automates follow-ups and next steps as soon as a task is marked as completed. This guide will help you understand its functionality, benefits, and how to set it up.

Table of Contents​

What is the Task Completed Workflow Trigger?​

The Task Completed Workflow Trigger is designed to automatically execute actions in a workflow whenever a task is marked as completed in the CRM. This ensures seamless automation of follow-ups, notifications, and process advancements, reducing manual effort and enhancing team productivity.

Key Benefits​

  • Automated Task Follow-Ups: Ensures the next steps happen automatically after a task is completed.
  • Enhanced Team Collaboration: Notifies assigned team members or other stakeholders about completed tasks.
  • Process Efficiency: Moves tasks forward in workflows without requiring manual intervention.
  • User-Specific Automation: Allows workflows to trigger based on the Assigned User filter.
  • Accurate Task Tracking: Keeps CRM data up to date with completed tasks.

Configuring the Task Completed Workflow Trigger​

Accessing the Workflow Builder​

  1. Navigate to the Automation section in your Stack dashboard.
  2. To set up a new workflow, click + Create Workflow and then select + Start from Scratch. Alternatively, modify an existing workflow to include the Task Completed trigger.

Adding the Task Completed Trigger​

  1. Click on + Add New Trigger.
  2. Search for Task Completed in the available trigger list.
  3. Select it to ensure the workflow initiates automatically whenever a task is marked as completed.

Applying the Assigned User Filter​

To refine automation and ensure tasks are completed by specific team members, you can apply the Assigned User filter:

  • Is: Triggers the workflow only when the selected user completes the task.
  • Is Empty: Triggers the workflow if the task has no assigned user.
  • Is Not: Triggers the workflow for all users except the selected one.
  • Is Not Empty: Triggers the workflow when a task has an assigned user.

After choosing an operator, the next dropdown will display all available CRM users, allowing you to select specific team members. If no filter is applied, the workflow will trigger whenever any user completes a task, offering flexibility based on your business needs.

Define Workflow Actions​

After setting up the trigger, add workflow actions to automate the next steps. Examples include:

  • Send Notification: Notify team members when a task is completed.
  • Update CRM Record: Modify contact or opportunity details after task completion.
  • Move Opportunity to the Next Stage: If the task is linked to a sales opportunity, advance it to the next stage.
  • Trigger Another Workflow: Activate another workflow based on task completion.

For detailed guidance on using a specific workflow action, refer to the respective article in our Knowledge Base library.

Frequently Asked Questions​

Q: Can I trigger workflows only for tasks completed by specific users?
Yes, use the Assigned User filter and select a team member using the “Is” operator.

Q: What happens if a task has no assigned user?
You can use the “Is Empty” filter operator to trigger workflows only for unassigned tasks.

Q: Can this trigger send automated notifications?
The trigger itself does not send notifications, but you can add a Send Notification action to alert team members.

Q: Can this workflow update an opportunity after task completion?
Yes, you can set an action to update the opportunity pipeline or status once a task is marked as completed.

Q: How do I check if the workflow is working properly?
You can track execution in the Workflow Execution Log to see if the trigger fires correctly when a task is completed.