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.

 

 
Title

 

Type the title of the task in the field.

 

 
Description

 

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.

 

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