Add Task

Created by Ezra Weinstein, Modified on Thu, 01 Sep 2022 at 04:39 PM by Ethan Harris

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.


Manage Task


This workflow action allows you to assign a task to you or your team members in your CRM. In order to assign a task, you must either assign it to yourself or another active user in your account.




Type the title of the task in the field.




Type the body of the task here.


Assign To


Choose the user you want to assign this task to


Due In


select a due date for this task.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article