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Current Launchpad Features

Tasks in Automations

Exciting news! You can now automatically create tasks for clients and team members based on your task templates and schedule automations once your clients complete a task. We know many people have been looking for this built-in functionality around the Tasks App, and we’re pleased to finally be able to deliver this.

New Action: Create Task

You can now automatically create tasks from task templates and assign them to clients or your teammates (internal users) based on certain triggers.

Examples:

• When a client is created → Assign a task to the client to “complete their onboarding profile.”
• When a client completes their intake form → Assign a task to the client to “Schedule a kickoff call” with a link to your Calendly integration.
• When a client signs a contract → Assign a task to your internal team to mail their welcome packet.

Client Visibility: When the assignee is one of your internal team members, you can optionally choose to add the relevant client or company as a follower of the task via the “Client Visibility” field.

Known limitations:

• [For launchpad only] If you assign a task to a client or company, please leave “Client Visibility” blank (do not fill out any option). If you fill out a client visibility option when the assignee is a client, the automation will fail. By general release, the client visibility field will only appear when an internal user is the assignee.
• “Company created” and “Company updated” triggers will only create tasks for internal users, not clients, since these are meant to be used for internal actions.

New Trigger: When a task is completed

You can now trigger automations to send your clients messages, forms, contracts, and other follow ups after they complete a task.

Examples: