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Creating and Managing Activity Tasks for Automations

    CREATING AND MANAGING ACTIVITY TASKS FOR AUTOMATIONS

    Administrators can add Activity Tasks to Automation triggers. This automation task creates an activity task for which you can assign a user to complete.

    Requirements

    To create, add, and manage activity tasks for automations, users must be assigned a security role with the following permissions:

    • Administrator System Role

    TO CREATE AND MANAGE ACTIVITY TASKS FOR AUTOMATIONS:

    1. In the Setup Home page, click Create > Automations.
    2. Click the automation for which you want to add or edit an Activity Task.
    3. In the Automation Tasks section:
      • If you want to create a new task, click New, then select New Activity Task, and then click Next.
      • If you want to edit an existing task, click on it.
    4. Complete the provided fields:
      • Name: Enter a name for the Task.
      • Sequence: Enter a number to order in which the Task is performed during the Automation.
      • Description: Enter an optional description of the Task.
    5. Configure the following Activity Task information:
      • Assigned To: Select the user that will be assigned the activity task.
      • Subject: Enter or select the activity task subject.
      • Due Date: Configure the due date of the activity task.
      • Status: Select the status of the activity task when it is assigned.
      • Priority: Select the priority of the activity task.
      • Comments: Enter an optional comment.
    6. Click Save.

     

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