Set Task Triggers for Workflows

Last Updated: February 24, 2025

Overview:

When you create a new task in the new workflow, you can now choose a dependent task trigger

A Dependent Task Trigger in a workflow ensures that a specific task can only begin once a preceding task is completed or automatically after a key date. This setup creates a logical sequence automatically, preventing tasks from being started out of order.

You no longer need to set a fixed date—now, tasks can be triggered based on a dependent date, making the process more efficient and saving you time!

There are 3 independent task triggers:

1. Relative to a key date

2. On a key date, or
3. Depending on other tasks

Trigger 1: Relative to a key date

• Date-type fields are available in the dropdown, allowing you to easily set dates relative to a specific date field of an event.

• You can specify the time period in days, weeks, or months.

Trigger 2: On a Key date

• You can also schedule a task to be sent on a specific key date, such as the Start Date.

Trigger 3: Depending on other tasks

(a) Dependent on task completion

• The dependent task dropdown will only show tasks included in this workflow, as long as there is no cyclic dependency.
• In this case below, I have decided for Welcome Lunch to depend on Send Welcome Email task completion.

(b) Due date can be relative to the send date

(c) Set more than 1 task dependencies

• You can set multiple task dependencies, meaning this task will only be triggered once all required tasks are completed.

Related Article(s):

• Creating Workflows
• Creating Workflows (Updated)
• Assigning Tasks and Workflows

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