The Create Task action allows you to generate and assign a new task as part of an automated process. Within this action, you can:

• Define the task type to categorize it appropriately.
• Assign the task to a specific team member or role.
• Configure notifications to ensure the assigned person receives an alert about the new task.

How to Set Up the Create Task Action

Name: Select a descriptive name for the task.

Task Type: The dropdown allows you to select the type of task to be assigned. The available options are determined by the settings in your Task App configuration. To modify or add new task types, follow these steps:

1. Navigate to Settings > Apps > Tasks.
2. Locate the Task Type section.
3. Manage the available task types according to your needs.

For more details on configuring task types, refer to Tasks.

Assign To: The dropdown menu lets you assign a task to a specific user from your Servis.ai instance. You can also assign it to the Lead or Contact Owner, or automatically select a user based on who created or last updated the record on the selected app.

Due in:

Notification: This dropdown allows you to set when the assigned user will receive a task notification. You can choose a timeframe ranging from 15 minutes to one week before the task is due or send the notification at the exact due time.

Description: Here, you can choose between two modes.

• Static Value, which is the default, allows you to manually enter the task description as plain text.
• From [Selected App] pulls data from the records on the selected app (from the start of the automation), converting the field into a dropdown. This lets you choose from available fields within the selected app (e.g., Contacts) to automatically populate the task description.

Priority - The dropdown lets you choose from three priority levels: High, Medium, and Low. The selected priority will be displayed on the task once it is created.

If you want to know more about other actions for the automation builder, check this article.