Add Task

Created by Christi Norfleet, Modified on Fri, 10 Feb, 2023 at 2:10 PM by Christi Norfleet

Note: 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.