Node: Complete task (board)
How to automatically mark a Projects task as complete from a workflow.
The Complete task (board) node marks a Projects board card/task as done, exactly as if an agent had ticked the status column by hand. It closes the loop between your automations and task management — for example, automatically completing a follow-up task once the customer replies, or once a certain condition is met.
When to use it
- When a workflow creates a task (via the Create board item node or similar) and later, in that same flow, needs to mark it done based on what happens with the customer.
- To auto-close recurring follow-up tasks once they're detected to no longer be needed.
Configuration
- Task (optional): by default acts on the task that triggered the flow (a board-triggered flow). If your flow created the task in an earlier step, you can point directly at that newly created task.
- Status column (optional): if the board has several "Status"-type columns, you can pick which one to use. If left blank, the system automatically picks the first status column that has an option flagged as "Done".
Example
Board "Customer onboarding" with a status column that has a "Completed" option flagged as Done. Flow: trigger Task created (from a won deal) → wait 3 days → condition Did the customer answer the welcome survey? → if yes, Complete task (board) node with no extra configuration. The card moves to "Completed" on its own and fires any board automation tied to that event.
Tips
- If the task was already completed, the node does nothing and reports it in the run trace (it doesn't fail or re-mark it).
- This action uses the same mechanism as the UI checkbox, so real-time notifications and any other board automation wired to "task completed" fire exactly as if a person had done it.
Troubleshooting
- No status column found: the target board has no "Status"-type column with an option flagged as "Done"; set that up in the board's settings.
- No task to complete: check that the flow has a task in context (e.g. verify the id left by an earlier create step) or set the id manually.
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