The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications.
Task Added
This trigger activates whenever a new task is added to a contact’s record. You can apply filters to determine which tasks initiate the workflow, such as those assigned to a specific user or those containing certain keywords.
| Value | Description | Mandatory |
| Assigned User | Selects specific users to trigger the workflow when a task is assigned to them. You can choose one or multiple users. | No |
You need to design a workflow that activates whenever a new task is created and assigned to a particular user. Once triggered, the workflow will automatically send an email notification to inform the user about the newly assigned task.
Workflow Steps:
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