How to create Tasks using Kylas workflow?
Workflows in Kylas is a powerful tool to automate several activities that are performed repeatedly during the sales process. An active workflow will validate the trigger, conditions, and perform the set actions,
Prerequisites
- Permissions: Any user with access to Create or Update workflows, Create Access on Task and Speciall access of Task on Required Entity.
- Product Plans: Elevate
- Activities to be Completed: Create tasks automatically via workflow
Steps
Step 1: Login to Kylas and navigate to CRM settings -> Automation -> Workflows
Step 2: Either click on Create a Workflow button or Click on any of the available workflows and go to Create/Update workflow page
Step 3: Complete steps 1, 2, and 3 as covered in What is a Workflow?
Step 4: Go to step 4 of workflow creation 'Set actions to be performed'
Step 5: Choose 'Create Task' as an action from the available list of actions
- Enter Task Title, Type, Status
- Enter a Due date with respect to the workflow execution date
- Choose an Assignee
Step 6: Click 'Save'
After saving, the task will be created automatically upon the successful trigger of workflow after condition validation and it will be assigned to the selected user.
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