Workflow | Action: Add task for the user

By means of this action, you can add a task to the contact right after any event of your choice occurs. Such an option is highly useful for salespeople, who apart from alerts about the contact activities, want to plan strategy after a particular event takes place.

>> Find out more about Action: send alert to user in Workflow

>>Detailed information about assigning user tasks to contacts


From the list of the elements in Workflow choose Action => Add task for the user

Next, go to the settings of the action


[Task]: you need to include details of the task.

[Category]: choose a pre-set category of task.

[After]: determine when the task should be accomplished.

[Remind]: determine when the user should receive a reminder on a mailbox about the task.

[CC]: add an optional email address, if the rule is set to use a different account.


Once you’re done with the settings, click Save changes to continue.

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