Overview
Use the Mark Task As Completed action to automatically update a task's status in a project whenever you want to signal progress or coordinate dependent actions.
How to Use It
- In your automation, add a new ➕ Add Step.
- Choose the Mark Task As Completed action.
- Configure the action in the sidebar on the right.
- Select the Project containing the task you want to mark as done.
- Specify the Task ID. Use variables from previous steps if needed.
Action Settings
| 🏷️ Field | 🔤 Description |
|---|---|
| (required) Project | Select the project that contains the task you want to mark as completed. |
| (required) Task ID | Enter the task ID directly or use a variable from a previous step. Required. |
Use Cases
Not sure how to make the most of this action? Here are a few ideas:
| 🪄 Use Case | ⏩ Action Flow |
|---|---|
| Auto-complete tasks when HubSpot deals close | ✅ Trigger: Deal Stage Reached (HubSpot) ➡️ Action: Mark Task as Completed to update status ➡️ Action: Send Channel Message (Slack) to notify team |
| Mark tasks done when GitHub pull requests merge | ✅ Trigger: New Pull Request (GitHub) ➡️ Action: Mark Task as Completed for development tasks ➡️ Action: Create Event (GCal) to schedule code review |
| Complete tasks when form submissions arrive | ✅ Trigger: New Submission (Typeform) ➡️ Action: Add Task to create follow-up task ➡️ Action: Mark Task as Completed to close intake task |
| Complete tasks when files are uploaded | ✅ Trigger: New File (Google Drive) ➡️ Action: Filter Data to look for specific filenames ➡️ Action: Mark Task as Completed for deliverables ➡️ Action: Send Direct Message (Slack) to assignee |