Action: Create Task

1. To add a task automatically, click the "Create" button and select "Task."

2. Enter a name for your automation. This should briefly outline your automated action. For example, "A Task to the Accountant". It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (sending notification) will occur:

• Immediately. The automation rule is run immediately after the stage/status change.
• X minutes/days/hours after the Current time, End Date or the Start Date, Created and Modified, as well as Completed and Opened dates for tasks. For example, the notification is to be created in 5 days after the current time.
• X minutes/days/hours before the End Date or the Start Date. Automation is run the specified number of minutes (hours, days) before the specified date. For example, the notification is to be created 1 day before the opportunity end date.
• Exact time — select the Start date or the End date, Created and Modified, as well as Completed and Opened dates for tasks. The automation is run exactly at a specified time, for example, on the task deadline.

5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

6. If you want an automation rule to be considered completed only after the task is completed (not after it is created), check the corresponding option.

7. Add a name, description, priority, and checklist for your task. In Flowlu, you can automatically replace data with information from the opportunity or task that this task will be based on. To do this, use variables, which you can find by clicking the "three dots" button on the right. All main fields of the opportunity or task, as well as custom fields, are available in the variables.

8. Enter the start and end dates of the task:

• Current time
• N minutes/hours/day after the current time, start/end date of the opportunity/task, as well as Completed and Opened dates for tasks.
• N minutes/hours/day before the current time, start/end date of the opportunity/task, as well as Completed and Opened dates for tasks.
• Opportunity/Task Start date or End date, as well as Completed and Opened dates for tasks.

9. If necessary, enter the estimated time.

10. Add an assignee. For example, use the "Task: Assignee" variable to automatically place the required responsible person from each task.

11. Select Save to apply your changes.