Task Setup

To PUBLISH workflows within your CRM system, you need to configure both a workflow trigger and a workflow action. If either is missing, you can only save the workflow but not publish it.

Task Assignment

The "Add Task" action in your CRM allows you to delegate tasks to yourself or other team members. Tasks can only be assigned to active users in your account. This feature automates task creation, ensuring your team is reminded to complete critical tasks, such as scheduling follow-up sales calls.

Task Management

This action lets you assign tasks to yourself or other team members. Only active users in your account can be assigned tasks.

Task Title

Enter the title of the task in the designated field.

Task Description

Provide a detailed description of the task, including all necessary information to guide the user in completing it.

Assign Task

Select the user who will be responsible for this task. You can assign it to yourself or other team members.

Due Date

Set a due date to ensure the task is completed in a timely manner.