Create Task

This automation rule allows you to automatically create tasks and predefine their settings.

In the automation rule settings window, you can set up the following fields:

1. Name

In this field, you can specify a name of the automation. It'll be visible in the list of email automations only.

2. Event

Here you can set for which action with the email message the automation will be working. Currently, there are three types of triggers:

• Create - the automation will be working once the mail is created.
• Update - the automation will be working once the mail is updated.
• Delete - the automation will be working once the mail is deleted.

3. Run.

It's an optional setting. By default, the automation is proceeding right after meeting the Event rule. Defines when the automation is going to work. Currently, there are two options: Immediately, or X minutes/hours/days after current time.

4. Conditions.

Defines a condition for an automation rule, so it'll run only when meeting the condition. Conditions are similar to the "If" statement.

You can set the following conditions for email automations:

• Email subject: is/is not/in unknown/has any value.
• Email type: is/is not/in unknown/has any value.
• Email content: is/is not/in unknown/has any value.
• Folder: is/is not/in unknown/has any value.
• From: is/is not/in unknown/has any value.
• To: is/is not/in unknown/has any value.

If the option "After previous automation rule" is enabled, the automation will run only when the previous automation is completed.

5. Task Settings

In this area, you can set the name of the task, its description, and choose if the automation will be completed only when the task is finished.

6. Start and End Dates

Here, you can optionally set the start and end dates of the task. If the task needs to be completed in a certain timeline, for example, in two hours, you can also send its estimated time.

7. User Roles

In this section, you can set an assignee of the task, the owner, collaborators, and folloers (optional). Each role, except of the owner, can consist of multiple users.

8. Workflow

Pick a workflow to which the task will be related. If the task can't be approved without the review of the owner, you can choose the "Task needs approval from the owner" option. 

9. Custom fields

If you have any custom fields related to the task module, you can set these fields for automatically created tasks.