Before You Begin

Access Level: You must have Administrator access to create custom fields and build workflows.
Permissions: Ensure you have permission to modify the specific module layout where the workflow originates (e.g., Leads or Intake Opportunities) and the Tasks module.
Use Case: This workaround is specifically designed for scenarios where you need automated tasks to populate with the exact current date values without manual intervention.

Steps

Navigate to Settings → CRM Settings → Module Management → Module Layouts & Fields.
Select the specific module that will trigger your task workflow (e.g., Leads or Intake Opportunities).
Click + Add Custom Field and configure it exactly as follows:
- Select Field Type: Date
- Label Name: Today (or Current Date Workaround)
- Default Date: Today
Under the Enable/Disable properties, check the Hide option. This ensures the field remains invisible to standard users so they don't accidentally edit it.
Click Save.

Go to Settings → CRM Settings → Automations → Workflows
Click Add Workflow and name it (example: "Update Today Field Daily")
Set Target Module to the same module where you created the Today field
Set Trigger to Scheduled Time (Daily)
Set At Time to early morning (example: 01:00 AM)
Set Delay to 0
Add a condition that applies to all records (example: "Created Time is not empty")
Add an Action to Update Fields
Select the "Today" field and set its value using an Expression
In the expression field, use a function that returns today's date
Set workflow to Active and click Save

In your main workflow that creates tasks, when you reach the Create Task action
For Start Date, select the custom "Today" field instead of trying to use a direct "today" value
For Due Date, select the custom "Today" field (or create additional date calculation fields if you need future dates)
Complete the rest of your task configuration (title, assignee, etc.)
Save the workflow

The custom "Today" field will automatically update to the current date each day at the scheduled time
Your workflow will successfully create tasks with Start Date and Due Date populated
Tasks will have reliable, current date values without manual intervention
The Today field remains hidden from users but provides the necessary date reference for automation

If you prefer not to use the custom field workaround, you can make the date fields non-mandatory:

Go to CRM Settings → Module Management → Module Layouts & Fields → Tasks
Click on the mandatory button for the Start Date and Due Date fields to make them optional
Save your changes

This allows you to create tasks without requiring date values, though you'll lose the automatic current date population.

Today field not updating: Verify your daily workflow is active and the scheduled time trigger is properly configured
Task creation still failing: Confirm you're referencing the custom "Today" field correctly in your task creation workflow
Cannot find the Today field: Check that the field was created in the correct module and verify your workflow target module matches