Who This Is For / When to Use
This article is for users who want to automatically assign follow-up tasks to users based on contact activity, tags, or other workflow triggers.
What the Add Task Action Does
The Add Task action creates a task and assigns it to a selected user when the workflow reaches this step.
When this action runs:
A task is created immediately
The task appears on the assigned user’s task list
The task can optionally be paired with notifications or emails
This action works the same way as manually creating a task from a contact record, but is fully automated.
How to Add the Add Task Action
Step 1: Create or Open a Workflow
Go to Automations > Workflows.
Click Create Workflow and choose Start from Scratch, or open an existing workflow.
Step 2: Add a Workflow Trigger
You can use any trigger, including no trigger.
Example trigger:
Trigger type: Contact tag
Condition: Tag added includes
ultimate task
This trigger determines when the task is created.
Step 3: Add the Add Task Action
Click the + icon below the trigger.
Select Add Task from the action list.
Configure the Add Task Action
Task Details
Configure the following fields:
Action Name (optional): Internal name for the workflow step
Title: Task title shown to the assigned user
Description: Instructions or context for the task
Assign To: Assigned user or specific user
Due In: Set the task due date (example: 5 days)
Tasks are created as soon as this action is reached.
Save the Action
Click Save Action to apply the task configuration.
Optional: Notify Users After Task Creation
Send Email Action
You can notify a contact or user by adding a Send Email action after the task is created.
Requirements:
Subject is required
Message body is required
Use dynamic values to reference task or contact information.
Send Internal Notification Action
You can also notify internal users when a task is created.
Recommended configuration:
Notification type: Email
Recipient: Assigned User
This ensures the user is alerted immediately when the task is assigned.
Example: Task Creation With Notifications
Scenario
When a specific tag is added to a contact, a follow-up task is assigned and the user is notified.
Setup
Trigger: Contact tag added
Action 1: Add Task
Action 2: Send Email
Action 3: Send Internal Notification
Result
Task appears on the assigned user’s task list
Email and internal notification are sent automatically
Common Issues and Fixes
Task Is Not Created
Confirm the workflow is published.
Verify the trigger conditions are met.
Task Assigned to the Wrong User
Check the Assign To field in the Add Task action.
Notifications Are Not Sent
Confirm notification actions are added after the Add Task step.
Verify required fields (subject, message) are filled.
Frequently Asked Questions
Can I use triggers other than Contact Tag?
Yes. Any workflow trigger can be used, including no trigger.
Do tasks require a contact?
No. Tasks can be created independently, even without direct contact interaction.
Can I trigger another workflow when a task is completed?
Yes. Use a separate workflow with the Task Completed trigger.
How can I test this workflow?
Use test data and the Test Workflow option before publishing.