Workflow Trigger: Task Completed

Overview

The Task Completed workflow trigger in Stack allows you to automate actions based on the completion of tasks. By setting this trigger, you can kickstart workflows whenever a task assigned to a user is marked as completed. This creates an efficient way to manage task-related workflows and subsequent actions.

Trigger Name

Task Completed

Trigger Description

This trigger activates when a task assigned to a user is completed. It's particularly useful for automatically advancing a workflow based on task completion. Whether you need to notify your team, follow up with a contact, or update a system status, this trigger can help. You can also filter this trigger to activate only for specific users or custom fields associated with tasks.

Trigger Details

Field Name	Description	Mandatory
Assigned User	The user to whom the task was assigned. Specify a particular user or leave it blank to apply to any user completing a task.	No
Business Niche	A custom field used to filter task completions based on the business niche associated with the contact or task.	No
Description	A custom field that can be used to filter task completions based on specific content in the task description.	No

How to Configure

1. Choose a Workflow Trigger:

   • From the list of available triggers, select Task Completed.

2. Set the Workflow Trigger Name:

   • Enter a descriptive name, such as "Task Completed Follow-up."

3. Apply Filters (Optional):

   • Add filters to limit when the trigger fires. For instance, specify that only tasks completed by a specific user should activate the trigger or tasks that contain specific values in custom fields.

4. Save the Trigger:

   • After configuring the trigger and filters, save your settings.

Example

Imagine you want to set up a workflow where a follow-up email is automatically sent to a contact after a sales task is marked as complete by a specific user.

• Trigger Name: Sales Task Completed
• Assigned User: John Doe
• Filter: Business Niche = Real Estate

Once John Doe completes a task assigned to a contact in the Real Estate niche, this trigger will activate and automatically move the workflow to the next step, such as sending an email to the contact or updating the CRM status.