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Using task actions to enhance the content in your plans

Tasks can be enriched with embedded URLs, files for participants to download, fields to request files for upload, and form fields to capture information from your customers.

The ability to add specific task actions directly onto any given task reduces the need to send your customers to multiple destinations to finish your onboarding process.

And, keeping them focused within your plan increases their chances of progressing through the tasks, and ultimately your onboarding process

When you create a new task within a template or plan, you can select Add and choose from one of the following actions below!

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Let’s look at some applications and how they appear within plans.

Using the Link or embed action, you can direct people to a link.

When you add this action type, you’ll want to add the link and then determine if you want to embed that destination directly into the task OR have a button pointing someone to that destination.

Whenever you are editing a task, make sure to hit View to get a preview of what your customers will see!

In this example, you’ll notice a HubSpot scheduling page as the link, but you can use any link here and most of them embed nicely (videos, knowledge base articles, spreadsheets, etc.)

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When you have the toggle on for embedding (step 4 above), you’ll be able to see the calendar right in the task. This is a great way to reduce the number of places your customers have to jump between to complete the item at hand.

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If you turn off the embed, you’ll want to make sure to give your link button a name (step 3 above) so that the task appears like this

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The File request action allows you to request your plan participants to upload a file directly from their computer.

Be sure to name the request so customers are clear on what file you are requesting.

Here’s an example asking for a process document.

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When you use the File download, you can attach a file to the task and ask your customers to download it right from the task!

A contract or agreement file in this case.

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Using the Form submission task action, you can create form fields directly into your tasks. T

his gives your customers a place to provide short or long text responses to questions you might have throughout your process, like gathering some feedback!

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Every time you add an additional form, you can also choose from different form types for that specific need

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An added bonus is you can sync the answers from these forms directly into a property on the associated HubSpot Deal or Ticket for that customer.

Watch this video to learn more about syncing data between your forms and HubSpot!

And lastly, you can add Checklists directly into tasks. Especially helpful for internal tasks with a few extra steps to complete.

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When adding checklist items, you also have the option to add bold styling or hyperlink items within the checklist as needed.

Leveraging task actions is a great way to ensure your plan participants have access to anything they need from one singular place and reduces the need for you to send multiple emails along the way.

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