Update

The operation Update Task allows modifying an existing task in the system, ensuring that all relevant information is updated as needed.

🎯 What does this operation do?

This operation updates an existing task within a workspace, enabling modification of information such as:

• ✅ Task name

• ✅ Detailed description

• ✅ Task type (call, meeting, email, chat, other)

• ✅ Responsible user

• ✅ Start and end date

• ✅ Association with people, cards, organizations and services

• ✅ Task checklist

📂 How to Configure the "Update" Operation

1️⃣ Access the Component

In Hablla Studio, open the automation flow where you want to update a task.

2️⃣ Add the "Tasks" Block

In the right side panel, select the operation Update.

3️⃣ Choose How to Specify the Body

You can specify the task data Using Fields or Using JSON.

🔹 Specify Body: Using Fields

If the option Using Fields is selected, the following fields can be filled in:

Field	Type	Required	Description
Task Name	string	✅ Yes	Name or title of the task being updated.
About	string	❌ No	Additional information about the task.
Description	string	✅ Yes	Detailed description of the task.
Task Type	string (enum)	✅ Yes	Specifies the task type: call, meeting, email, chat or other.
Start Date	datetime	❌ No	Start date and time of the task.
Finish Date	datetime	❌ No	Expected date and time for task completion.
Responsible User	string	❌ No	ID of the user responsible for carrying out the task.
Associated Person ID	string	❌ No	ID of the person related to the task.
Organization ID	string	❌ No	ID of the organization related to the task.
Associated Card ID	string	❌ No	ID of the card to which the task is linked.
Sector	string	❌ No	Sector or department related to the task.
Checklist	array	❌ No	List of items to be checked or completed within the task. Each item in the array must follow the structure: { "item": "Item description" }.

✅ After filling in the fields, click Save to complete the configuration.

🔹 Specify Body: Using JSON

If the option Using JSON is selected, use the following format to send the task data:

{
  "name": "Meeting with client",
  "description": "Discuss commercial proposal and align next steps.",
  "about": "This task is part of the sales pipeline.",
  "type": "meet",
  "color": "blue",
  "user": "idUser",
  "start_date": "2025-03-04T10:00:00Z",
  "finish_date": "2025-03-04T11:00:00Z",
  "person": "idPerson",
  "card": "idCard",
  "service": "idService",
  "organization": "idOrganization",
  "sector": "idSector",
  "checklist": [
    {
      "name": "Prepare presentation",
      "done": false,
      "order": 1
    },
    {
      "name": "Confirm client's availability",
      "done": true,
      "order": 2
    }
  ]
}

🔍 ID Format

The fields person, card, service, organization, sector and user must contain IDs in the following format:

674f6ee3debc8828cde11e3b

To make reading easier, the placeholders were used in the example above idPerson, idCard, idService, idOrganization, idSector and idUser.

✅ After inserting the JSON correctly, click Save to complete the configuration.

📌 Usage Example in an Automation Flow

🎯 Scenario: Automatically update a task after a stage in the sales process is completed.

1️⃣ Block 1 → Capture the completion of a stage in the sales pipeline.

2️⃣ Block 2 → Update the corresponding task in the CRM with the new information.

3️⃣ Block 3 → Notify the responsible user about the task update.

🚀 Result: Whenever a stage of the sales process is completed, the corresponding task will be automatically updated in the system, ensuring that all information is synchronized.

🎉 Conclusion

The operation Update Task in Hablla Studio allows you to keep activities organized and up to date within the system. You can choose between configuring the fields manually or using a custom JSON for greater flexibility.

If you need more support, contact our team! 🚀