Add Task

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 youself 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

Describe the task in this field provided. Make sure every neccesary info that is needed is provided here to guide the users on the task.

Assign To

Choose the user you want to assign this task to. It could be yourself or other team members.

Due In

Select a due date for this task. This will help make sure ther task is completed efficiently.