How to create Tasks using Kylas workflow?

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

  1. Permissions:  Any user with access to Create or Update workflows
  2. Product Plans: Elevate and Explore
  3. 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 
  1. Enter Task Title, Type, Status
  2. Enter a Due date with respect to the workflow execution date
  3. 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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