An Automatic Task is a reminder and a great way to keep you and your team efficient and organized. To set up an Automatic Task, you will go to Settings > Automations. From here:
- Click + New Automation
- Select a Trigger Action. This action creates the task and lists it on your Tasks page.
- If applicable, you can filter these tasks by Event Type and Style. This allows you to customize which tasks apply to which events further.
- Next, select a Due Date. You can choose X days before or after the trigger action itself or the event date.
- On the right-hand side, choose the location(s) to which the task should be applied.
- Turn on the Automatic Task toggle to select a Task Type. This is a great way to categorize your tasks and report on them later.
- Select an assignment method for who receives that task (whether it's a certain user OR smart task assignee, which allows the user to change based on the event or lead itself).
- Use the Task Body to add the information you will see when the task is created. Here, you will add details on what you need to do.
- Select 'Save'!
- Moving forward, your upcoming task triggers will populate this new task for you.
Pro Tip: The option to 'Send Task Assignment email to the user who triggered this task' will allow notification to be sent to the user if they were the same user set to receive the task and triggered it.
See below to find our Youtube Video about Tasks HERE