Create Task

Use Create Task to prompt the user to schedule a task as part of a workflow process, or to automatically create a task with predefined values and no user input. You can use this action only with records that have been created and attached to a workflow. This means you cannot use it with primary rules.

The table below describes Create Task fields on the New Workflow Action Details screen.


Field	Description
Type	The action to be performed.
Get Default User From	The user assigned to the task. You can use the # symbol to add information about the current user. For more information, see Using the ## and # symbols. If you've specified a user in User, leave this blank.
Attribute	The attribute of the button on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user.
Label for new task	The label that's attached to the task. You can use it in JavaScript conditions on future workflow rules to test the values of fields on the communication. For example, Display the Closed workflow rule when Status of related communication labeled "XYZ" is Complete.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.
Action	The type of action. For example, Phone Out.
Subject	Subject of the action. For example, Customer Service Call. You can use ## symbols to add information about the related entity. For example, Customer Service Call for opportunity #oppo_opportunityid# closed on #oppo_closed#, displays the opportunity ID and the Date/Time the opportunity was closed. For more information, see Using the ## and # symbols. You should use a unique subject to make it easy for users to differentiate a large number of similar records in a list in Sage CRM or in Outlook, if you're using Exchange Integration.
Details	The task details.
Status	The status of the task.
Priority	The priority of the task.
Private	Specifies that the task is private. A private task is not displayed in the Team calendar.
Created By	The user who created the task. This is the current user.
Created Date	The date on which the task is created. This is the current date.
Percentage Complete	The percentage of the task that's completed. The user enters this value.
Completed Time	The percentage of time allocated to the task that's completed. The user enters the value.
User	The user assigned to the task. If this is blank, the user in Get Default User From is used.
Onscreen Reminder	Displays an onscreen reminder notification to the user assigned to the task.
Reminder	The time before the task at which a reminder is sent.
Send Reminder Message	Sends a reminder to the user assigned to the task. Reminder formats and priorities are set up in the user’s Reminder Preferences.
Team	The team assigned to the task.
Current Time Offset	The number of minutes between the time at which the action is executed and the time at which the action is recorded. This is useful if users are working in a different time zone to the current time zone.