Task Added Trigger

The Task Added trigger is utilized when there is one or more actions to be carried out after a task is created in the system. Depending on the task requirements, additional filters can also be added. 

Adding the Task Added Trigger

To begin, click Add New Trigger, then search and select Task Added Trigger.

📌NOTE: To publish workflows, you must establish a workflow trigger and action. Without both, you can only save the workflow and not publish it.

Add Filter

You can filter your trigger by clicking the Add Filters button.

Assigned User

The "Assign User" trigger allows you to trigger the assignment of a Contact to a User based on a condition of your choice. Simply select a team member from the dropdown to select the assigned user.

Once you’ve set up your filters and reminders, click "Save Trigger" to finalize your task-added workflow.

📌NOTE: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates.

Once you’ve set up the trigger and its actions, Publish and Save the workflow to enable its functionality.

Using the Task Added trigger ensures your tasks are automatically managed, saving time and keeping your team focused on what matters most.