Workflow Action - Task Notification

TABLE OF CONTENTS

• Overview
• Action Name
• Action Description
• Action Details
• Example

Overview

The Task Notification action allows you to create a new task with a defined due date that will be assigned to a specific user. This is particularly useful for ensuring team members are aware of tasks that need their attention.

Action Name

Task Notification

Action Description

This action creates a task within the system, assigns it to a user, and defines a due date by which the task must be completed. You can specify task titles, assign users, set descriptions, and establish deadlines, ensuring task management is easy to organize.

Action Details

How to configure:

1. Action Name: Give the task an appropriate name such as "Add Task" to reflect its purpose.
2. Title: Enter the task title that will be visible to the user.
3. Description: Provide detailed information about the task. This is what the user will see to understand their assignment.
4. Assign To: Select the user or team member to whom the task will be assigned.
5. Due In: Define the deadline for the task using predefined durations (e.g., 1 day, 2 days, or immediate).

Example

Let’s say you want to assign a task to a team member, John, to follow up with a lead. You can configure the action as follows:

• Action Name: Add Task
• Title: Follow-up with Lead XYZ
• Description: Call Lead XYZ and check on the progress of their onboarding process.
• Assign To: John Doe
• Due In: 2 Days

In this case, John will receive the task in the system, and it will be due within 2 days.