If you use tasks in your CRM to manage follow-ups, onboarding, or internal to-dos, you can now use task status to automatically move a contact to the next step in a workflow. That means less manual checking and faster action when an important task is created or marked complete.

📌 Why This Matters

Many small businesses rely on tasks to keep sales and service moving, but those task updates often stay separate from customer automation. With task status available as a goal condition, your CRM can react when work actually gets done. For example, when an onboarding task is completed, the customer can immediately move to the next email, reminder, or follow-up step without anyone needing to update things by hand.

✨ What’s New

• Task status as a goal condition: You can use task activity inside a workflow goal so a contact moves when a related task reaches the status you choose.
• Supports task created and task completed: Choose whether the contact should move when a task is created or when it is marked complete.
• Task filters included: Narrow it down using filters such as task name or assignee so only the right tasks trigger the next step.

🛠️ How to Use It

1. Step 1: Open the workflow where you want contacts to move forward based on task activity.
2. Step 2: Add a Goal Event action or edit an existing one.
3. Step 3: Select Task Status as the goal type.
4. Step 4: Choose whether the goal should be based on Task Created or Task Completed.
5. Step 5: Apply any filters you need, such as task name or assignee, to make sure only the right tasks count.
6. Step 6: Save and test the workflow so contacts move to the correct branch when the task event happens.

💡 Pro Tip

Use task completion to trigger the next customer step right away, so leads and customers never sit waiting after your team finishes an important action.