Workflow Tasks

Workflow Tasks

Workflow Tasks are among the actions associated with a workflow rule. A task is nothing but an activity that is assigned to a user. When you associate a workflow task to a workflow rule, it is automatically assigned to the chosen user when the rule is triggered for records meeting the criteria specified in the rule.


Availability

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

To create a workflow task

  1. Go to Setup > Automation > Workflow Automation > Tasks.
  2. In the Workflow Tasks page, click Create Task.
  3. In the New Task page, do the following:
    • Select the Module from the drop-down list.
    • Enter a Subject for the task.
      Insert merge fields to create dynamic task subjects.
    • Specify the Due Date to complete the task.
    • Select the Status of the task from the drop-down list.
    • Select the task Priority from the drop-down list.
    • Select the user from the Assigned To lookup list to assign the task.
    • Select the Notify Assignee check box to notify the task owner via email about the task.
    • 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 initiated to the task owner at the specified time.
    • Enter the TaskDescription.
  4. Click Save.
    A new workflow task is created, which can be associated with workflow rules.


Note

  • 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's owner.
  • If you select a workflow task while importing records (such as Jobs, Temps, Contacts), Notify Assignee option (though selected for the particular workflow task) will not be applicable. 
  • If the owner of the task is inactive or unconfirmed, then the task will be automatically assigned to the owner of the record to which the task is added. In case the record's owner is also an inactive or unconfirmed user, then the task will be assigned to the Super Administrator.

    • Related Articles

    • Workflow Tasks

       Workflow tasks allow you to delegate important responsibilities to different employees within the organization automatically.   To create a workflow task, Log in to Zoho Sigma console and click Extensions. Select the extension you'd like to modify ...

    • 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 ...

    • Managing Workflow

      Workflow management helps you to automate your staffing processes. You can automatically assign tasks to users, based on the criteria defined in the rules and update certain fields. Workflow automation consists of the following components: Workflow ...

    • Workflow Rules

      Workflow Rules in Zoho Recruit are a set of actions (alerts, tasks, and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts and SMS alerts, assigning tasks, and updating ...

    • Workflow Rules

      Workflow Rules in Zoho Workerly, are a set of actions (alerts, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email alerts, SMS alerts, assigning tasks and updating ...