Custom Tasks and the Workflow Builder

I am very excited about the new Custom Tasks in the Winter 2025 release, but am wondering about the ability to automatically create custom tasks using a workflow. Currently, in the workflow builder, you can use automation to “set” a custom task status to something, but there doesn’t seem to be a way to change a task into a custom task in order for that custom task status to actually apply.

What I’m trying to accomplish is have a task get completed, then reassigned to someone else and marked incomplete, for them to then review and “complete” a second time putting their digital signature essentially stating what we did was correct. Previously I was doing this by having the completed task become an approval, but we don’t like the way the “changes requested” function works, as it still considers it complete even if changes were requested. The notion of a custom task seems almost perfect, it just seems to fall short on the automation end. Am I missing something or is this possibly a phase 2 idea for this new feature?

TL;DR; is there a way to have a workflow automatically create a task as a custom task, or change a task into a custom task, or is the workflow builder only able to edit the status of an already created custom task?

Hi @Casey_Koulalis,

I know it’s not the exact use case, but creating a custom task via rules did come up in this thread as well: Setting a Custom Task Type when task created via Email. It does not appear to be something that can be done yet, but I have a feeling this will be highly requested.

Best,

Jeremy

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@Casey_Koulalis,

Here is a product feedback request for what you’re asking for - be sure to vote for it there:

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