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Workflow Trigger - Task Added

Updated

Overview

The Task Added trigger enables you to start a workflow whenever a new task is created in a contact's record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications.

 

Trigger Name

Task Added

 

Trigger Description

This trigger activates whenever a new task is added to a contact's record. You can apply filters to determine which tasks initiate the workflow, such as those assigned to a specific user or those containing certain keywords.

 

How to Configure

  • Choose a Workflow Trigger: Select Task Added from the list of available triggers.
  • Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Task Added."
  • Filters: Use filters to refine when the trigger should activate. This allows you to specify which tasks should start the workflow based on the assigned user.
Value Description Mandatory
Assigned User Selects specific users to trigger the workflow when a task is assigned to them. You can choose one or multiple users. No

Example

You need to design a workflow that activates whenever a new task is created and assigned to a particular user. Once triggered, the workflow will automatically send an email notification to inform the user about the newly assigned task.

  • Workflow Trigger Name: "New Task Assigned"
  • Filters:
    • Assigned User: "John Doe" (Only trigger if the task is assigned to John Doe)

Workflow Steps:

  1. Trigger: Task Added (as configured above)
  2. Action: Send Email - Notify the assigned user about the new task.
  3. Action: Update Task Status - Mark the task as "Notified."