Workspace Task List Not Populating Drip Tasks

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Greg Larson

• March 15, 2022 17:10

Hello!  I'm using the Real Estate Investment Pack (https://podio.com/market/packs/190459-real-estate-investment-pack).

I've made some drip sequences that use tasks, and when the campaign runs it is creating a pending task under "Actions", but I would like my Workspace task window to show these as well.   Is there anything I can do to get the drip tasks to show up here?

 

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  Bill Carovano

  • March 15, 2022 22:20

  Hey Greg - are there tasks being created on the Seller Leads?  That's where the automations should be creating them.  The Actions app item is actually more of a log than the actual task.

  If tasks aren't being created on the Seller Leads, is there at least a comment that starts with "Follow Up Action - Task Created" being created in the Seller Lead?

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  Greg Larson

  • March 15, 2022 22:47

  Hi Bill Carovano, yes, can confirm.  But for some reason my "tasks" list is not reflecting these Seller Lead Tasks

   

  

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  Bill Carovano

  • March 15, 2022 23:06

  At the bottom of the Seller Lead item, are there any tasks on this particular lead?

  If not, do you have flow "4-4-0 Task Creation" installed on your Seller Leads app?

  This flow should trigger when the comment than includes the text "Follow Up Action - Task Created" is created.

   

   

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  Greg Larson

  • March 15, 2022 23:14

  It looks like 4-4-0 Task Creation somehow turned off and had a warning.  I just enabled it again now and testing with a new drip sequence.  Thanks Bill Carovano

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  Greg Larson

  • March 15, 2022 23:58

  Reactivating the flow 4-4-0 Task Creation seems to have fixed the issue.

   

  Thanks again Bill Carovano

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