Who This Is For / When to Use
Use this when creating tasks inside workflows that require:
Precise scheduling beyond a few days
Specific due times (not just dates)
Clear, formatted task instructions for your team
What Changed
The Add Task action now includes:
Flexible due date units:
Days
Weeks
Months
Years
Optional specific due time
Live preview of the final due date and time
Rich text editor for task descriptions (formatting is preserved)
Configure Flexible Due Dates
You can now define when a task is due using a value + time unit.
Steps
In a workflow, add the Add Task action
Locate the Due date section
Enter a number (e.g., 2)
Select a time unit:
Days
Weeks
Months
Years
(Optional) Set a specific time
(Optional) Enable Skip weekends
Use Live Due Date Preview
The system shows a real-time preview of when the task will be due.
Displays exact date and time
Updates instantly as you change inputs
Reflects weekend skipping if enabled
This ensures accuracy before saving the action.
Skip Weekends Option
Enable Skip weekends to prevent tasks from landing on Saturdays or Sundays.
If the due date falls on a weekend, it moves to the next weekday
The live preview reflects this behavior
Create Rich Text Task Descriptions
Task descriptions now support formatting.
You can:
Bold, italicize, or underline text
Add bullet points or structure
Include dynamic fields (e.g.,
{{contact.name}})
Formatting is preserved when:
The task is saved
The task is viewed in task lists
How to Set Up the Add Task Action
Go to Automations → Workflows
Add or edit a workflow
Add the Add Task action
Enter:
Task title
Rich text description
Assign the task to a user
Configure the Due date:
Set value and unit
Add time (optional)
Enable Skip weekends (optional)
Review the live preview
Save and publish
Example Use Case
Real Estate Follow-Up Task
Trigger: Property tour completed
Action: Add Task
Due date: 2 weeks at 10:30 AM
Assigned to: Contact owner
This ensures timely follow-up with consistent scheduling.
Backward Compatibility
Existing workflows using day-based due dates continue to work
No changes are required for previously configured actions
Common Issues and Fixes
Due Date Looks Incorrect
Cause: Incorrect unit or value selected
Fix: Verify the number and unit (days, weeks, etc.) and check preview
Task Scheduled on Weekend
Cause: Skip weekends is disabled
Fix: Enable Skip weekends in the Due date settings
Formatting Not Showing
Cause: Plain text entered without formatting
Fix: Use the rich text editor toolbar for styling
FAQ
Can I still use day-based due dates only?
Yes. Days are still supported and behave the same as before.
Can I set a specific time for tasks?
Yes. You can assign an exact due time along with the date.
Does the preview reflect the real execution time?
Yes. The preview shows what the due date would be if the workflow runs at that moment.
What happens if the due date falls on a weekend?
If Skip weekends is enabled, the task moves to the next weekday.
Is rich text supported everywhere tasks appear?
Yes. Formatting is preserved across all task views.
Do I need to update existing workflows?
No. Existing workflows continue working without changes.