Add Task - CRM Actions

Modified on Fri, 5 Aug, 2022 at 11:25 AM

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.