Share
Explore
High iQ Knowledge Base
Add Task
In order to PUBLISH workflows, it is essential to establish both a workflow trigger and a workflow action. Without both components, the workflow can only be saved and not published.
The Add Task workflow action within your CRM empowers users to assign tasks to themselves or their team members. Tasks can exclusively be assigned to active users within the account. This workflow action facilitates the automation of task creation for team members, ensuring timely reminders for completing crucial tasks, such as scheduling follow-up sales calls.
Manage Task
This workflow action provides the capability to assign tasks within your CRM to either yourself or your team members. To assign a task, it is imperative to choose an active user within your account.
Title
Enter the title of the task in the designated field.
Description
Provide a comprehensive description of the task in the provided field. Ensure all necessary information is included to guide users on the task.
Assign To
Select the user to whom you want to assign the task, whether it is yourself or other team members.
Due In
Specify a due date for the task. This ensures efficient completion of the task.
Load content from gy3qj5lenifuhdf4zwrg.app.clientclub.net?
Loading external content may reveal information to 3rd parties. Learn more
Load content from voice.realestate?
Loading external content may reveal information to 3rd parties. Learn more
Load content from shop.theshare.group?
Loading external content may reveal information to 3rd parties. Learn more
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.