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Creating and Managing Group Member Tasks for Automations

    CREATING AND MANAGING GROUP MEMBER TASKS FOR AUTOMATIONS

    Administrators can add Group Member Tasks to user entity automation triggers. A Group Member Task automatically adds a user to a Collaboration Group.

    Requirements

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

    • Administrator System Role

    TO CREATE AND MANAGE GROUP MEMBER TASKS FOR AUTOMATIONS:

    1. In the Setup Home page, click Create > Automations.
    2. Click the automation for which you want to add or edit a Group Member Task.
    3. In the Automation Tasks section:
      • If you want to create a new task, click New.
      • If you want to edit an existing task, click on the task.
    4. Select New Group Member and the click Next.
    5. 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.
    6. Configure the following Group Member Preferences:
      • Group: Select the Group for which the user will be added.
      • Member Role: Select the Group role the user will be assigned.
      • Notification Preference: Select the default notification preference for users.
      • Notification Frequency: Select the default notification frequency for users.
    7. Click Save.

     

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