Workflow Tasks

Workflow Tasks

Workflow alerts are one of the actions which can be associated with a workflow rule. A task is an activity that is assigned to a user. If you associate a workflow task with a workflow rule, it will be automatically assigned to the selected user when the rule is triggered for records meeting the criteria specified in the rule.

Availability 
Profile Permission Required: Users with the Manage Workflow profile permission can access this feature.

To create a workflow task:

  1. Go to Setup > Automation > Actions > Tasks.
  2. In the Workflow Tasks page, click Create Task.
  3. In the New Task page:
    • Select the Module from the dropdown list.
    • Enter a Subject for the task.
    • Insert merge fields to create dynamic task subjects.
    • Specify the Due Date to complete the task by.
    • Select the Status of the task from the dropdown list.
    • Select the task Priority from the dropdown list.
    • Select the user to assign the task from the Assigned To lookup list.
    • Select the Notify Assignee check box to notify the task owner of the task via email.
    • Select the Remind Assignee check box to send a reminder to the task owner:
      • Alert through Email: A reminder email will be sent to the task owner at the specified time.
      • Alert through Pop-up: A pop-up reminder will be shown to the task owner at the specified time.
    • Enter the task Description.
  4. Click Save.
    A new workflow task is created and can be associated with workflow rules.

Note

  • Workflow tasks cannot be created for records that do not support tasks in Zoho Recruit, such as Solutions or Forecasts.
  • Workflow tasks cannot be associated with a workflow rule if the Execution Criteria selected for a rule is Delete.
  • If the Assigned To field is not specified, the system will automatically assign the task to the record owner.
  • If you select a workflow task while importing records (candidates, contacts, or clients), the Notify Assignee option will not apply even if it is selected.
  • If the owner of the task is inactive or unconfirmed, the task will be automatically assigned to the owner of the record the task is added to. If the record's owner is also an inactive or unconfirmed user, the task will be assigned to the Super Administrator.

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