"Update Task Name" Action (ex: Bulk Rename Tasks based on Custom Fields)
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Zoran Jablanovic
There are always a bunch of tasks/subtasks across different projects in the workspace that have the same name, for that reason usually it's wise to have the project name or an acronym as a part of each task name.
Let's say I have a list template with many different tasks that I use in every project. Starting a new project, I'd load the list template, but then I'd have to rename each task manually adding some small text to each task name.
We need an automation, to bulk rename tasks, adding a value from a certain custom field.
It would be something like.
Trigger could be anything
Action:
rename task:
custom field value + existing task name
For example, a Task called "Website", containing a custom field "customer" set to a value "Ikea" would be renamed to "Ikea Website".
Similar functions exist when setting up an automation to duplicate or create a new task.
Or add a rename function in the bulk action toolbar, to be able to modify task names all at once.
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Amber Stief
Maybe this was already covered in one of the comments below, but it would be helpful to us if we could replace a word in the task title instead of just adding it. For example, our templates have [CLIENT] in front of the task name so that we can add the client's initials to easily differentiate the tasks. So, it would be awesome if we could replace [CLIENT] with the intials throughout their folder and/or task list.
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Cody Becker
Fantastic! Already put it to use. Thanks
Zach
Cody Becker: Glad to hear!
Tim Roth
Thanks for the update, but I'm missing the option to add something like the current month. Is that something you're working on?
Zach
Hmmm, it wasn't something we were planning on but I can check and see how easy of a lift it would be to implement.
I think you could also cleverly do this by using custom fields and then using those as a variable!
Zach
completed
🪄 Ta-da!
You can now automatically update the titles of your tasks and subtasks with the new "change task name" action - saving you time and effort. Take advantage of variables and custom fields from the triggering task to make your updates even smarter.
We hope this enhancement helps you cut down on manual work and makes organizing your projects even easier!
Devin Shea
Zach amazing! this will help a ton. as a V2 of this, can we get a version that you can use through the bulk action toolbar.
Extra points for Dynamic names in task, list and folder templates 😉
Ethan Whitted
Zach Amazing, thank you for adding this!!
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Shaun Sullivan
Zach fully agree with Devin. Great first step! If you can add folder and list names in the selection this would be amazing.
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Shreyansh Jain
Hi Zach,
This or other task name automation created a bug that is leading to incorrect name creation by dates in my current automation.
More Context:
I have an automation that creates and names a task in this format: "Standup: Date"
Custom Field: Next Day
Standup: [[Next Day]] with next day's start date and due date.
But now I am getting results
Standup: [[Next Day - 1]] with next day's start date and due date.
Just some issue with name where as date to date fields are copied well.
Zach
Devin Shea: I'll take a look at this ask with the team!
Zach
Shreyansh Jain: If you could please reach out to Support for us to look into this more, I'd appreciate it. I will also take a look on our end.
TaeLynn Perez
Looking forward to this. We need to be able to auto-add a task name prefix to all tasks in a certain location / of a certain type.
Alejandro Castagnino
Has anyone been able to solve it? You have a thousand options minus being able to create a task with a particular name from a form
Rakesh Rathore
when we are getting this ?
Zach
Rakesh Rathore: ETA: less than 3 days
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Searchie
You could also do this when importing a template. It could for example add the listname to the task name.
This is a sort of Incremental task naming with a usefull prefix of sufix.
I currently do this with Make. But I prefer it's possible without external software.
Zach
coming soon
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Jeff MacNeill
Zach Wicked!
Zach
Jeff MacNeill: Shipping this month!
Josh Ankenmann
Zach Great! Please make the
list
the task is in one of the possible parameters for use in the task name! We always label tasks with a client abbreviation so we can find them in lists & reportsS
Shaun Sullivan
Zach plus one for this request. We also use list name as client names and this would be amazing to be able to rename tasks.
Oleksandr Zalishchuk
Zach That's super good news. Thank you!
Rakesh Rathore
Zach when it will be live ? we are waiting...
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Searchie
Zach Can you also use Placeholders (dynamic fields) that use the List name ?
Yulian David
Zach Eso sería excelente!!!!!!
Zach
in progress
Lesford “LJ” McKenzie
Zach So what we are currently running into is that we title our task template subtasks with [Dynamic Name] so that we can utilize the AI to auto update the placeholder based on information provided by the hubspot task creation automation for new hubspot contacts. The issue is that the renaming automation we created does not always trigger or work correctly. We truly would just like some way to add some type of dynamic renaming convention for tasks and subtasks so that when we create a task it automatically can update certain fields based on data passed from the automation or info provided during task creation.
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