Campaign Automation: Create Task Activity Action

The Create Task Activity Action is used in Campaign Automations to create a task in the Activities area of CRM. The task created will be regarding the Lead or Contact in the Campaign Automation. Actions can be added to the canvas individually, or they can be included within Series. To learn more about series and actions, read this article.

Goals

• Learn how to add a Create Task Activity Action to a Campaign Automation
• Learn how to set up a Create Task Activity Action's properties

Add the Action to a Campaign Automation

To add a Create Task Activity Action to a Campaign Automation, click on the Action icon in the sidebar and drag in onto the Campaign Automation Canvas.

Action Properties

Once the action has been added to the canvas, click on it and you will see the right panel change to show the properties of this action.

Display Name (required): The display name is entered by default, however you can change this to anything you like.

Assign to Participant's Owner: Check this box if you want to assign the task Activity record to the user who owns the Lead or Contact record of the participant.

Assign participant to the following owner: Use the lookup field to select a user to assign as the Owner of the participant's Lead/Contact record.

Subject (required): This is the subject of the task.

Description: This is the description of the task.

Priority: Select which priority suits this task. You can choose from high, normal, and low. High is automatically selected.

Due: There are two options for the Due field, "On..." and "In ___ after activity is created".

• On: Use "On" when you want to select a specific date for the due date. When you select "On", a date and time field will appear beneath it. Use these fields to enter the date and time for the task's due date.
• In ___ after activity is created: Use this option when you want the task to be due in a certain time frame once the participant reaches this action in the Campaign Automation. For example, say you enter 2 weeks. When a participant reaches the action in the Campaign Automation, the task will be created an due in 2 weeks. You will also need to specify a time of the day for the task to be due. The default value is 8:00 AM.

To make sure that you set up the due date correctly, read the description under the settings.

Time Zone: This is the time zone for the due date time.

Duration: Enter how long you think the task will take to complete.

Note: a note is an optional field for any details that need to be written about the action.