– Add Task
In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.
Manage Task
This workflow action allows you to assign a task to you or your team members in your CRM. In order to assign a task, you must either assign it to yourself or another active user in your account.
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Title
Type the title of the task in the field.
Description
Type the body of the task here.
Assign To
Choose the user you want to assign this task to
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Due In
Select a due date for this task.
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