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
- Go to Setup > Automation > Workflow Automation > Tasks.
- In the Workflow Tasks page, click Create Task.
-
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.
- Alert through Email - A reminder email will be sent to the task owner at the specified time.
- Enter the TaskDescription.
- Select the Module from the drop-down list.
- 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.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
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 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 ...Workflow Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Profile Permission Required : Users with the Administrator profile can access this feature. To ...Workflow Alerts
Workflow Alerts are among the actions associated with a workflow rule. Alerts are nothing but emails or SMS triggers that are sent to Temps, Contacts, and Users. When you associate a workflow alert to a workflow rule, the selected email or SMS is ...Manual Workflow Trigger
Manual Workflow Trigger is an option that can be triggered by a user while creating or editing a record. This can be configured through a Workflow Rule. Enabling this will execute the workflow only on a manual action and not automatically. It's ...
New to Zoho LandingPage?
Zoho LandingPage Resources