How do I set up the Create Task workflow action?

Follow these steps to set up the Create Task action:

1. Click the Add Action drop-down.
2. Select Create Task.
   • This opens a window where you must specify the task details.
3. Enter the Action Title
4. Enter the following task details:
   • Title: This is the task name
   • Description: Enter a brief description of the task
   • Status: This is the task status
   • Priority: This is the priority of the task
   • Assigned to: Choose the user to whom you want to assign the task
   • Time: The time at which the task must start
     • Note: The start date and end date are the same 
   • Due Date: This is the date on which the task must end
   • Send Notification: Enable this to notify the user in Assigned To when the task is assigned to them
   • Task Type: This specifies the type of the task.
     • For example, reminder task, training task, etc
5. Click Save to save the action
   • This closes the window opened in Step 14
6. Click Save to save the workflow

To learn more about the action, click here.