Workflow trigger: Task Added

July 30, 2024•2 min read

In this article, you will learn how to set up the Workflow trigger: Task Added, and how it functions.

How does this trigger work?

When a new task is added to a user from your team, this trigger will run and the contact will be added to this workflow.

For example, if you have a team member John, who is assigned to a lead Kate. Now you want to add Kate to a workflow whenever John gets a task assigned that is related to Kate, you will add the Task Added trigger and specify the assigned user John using the additional filters.

How to add this trigger to a workflow?

Step 1: Start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

Click “Add New Trigger”

Select the “Task Added” button in the Contact section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.

Please Note: You can change the workflow builder display name by using the textbox below Workflow Trigger Name. This will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

Press + “Add filters” to expand the Filters section of the Trigger setup menu.

“Assigned User” will filter for only specific users assigned to the contact
Custom Fields: These are the custom fields that you have created specifically for the contact; in the user's Settings > Custom Fields option

Press Save Trigger in the bottom right corner of the Trigger setup menu.

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow action. Feel free to review our articles for more information on setting these up.

If your Workflow is ready to be enabled, make sure the toggle switch is under Save. Now it is set to Publish

Be sure to test your Workflow to ensure it’s set up correctly using the Test Workflow button next to the Publish toggle switch.
- For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

Your workflow is now ready to go with the Task Added Workflow Trigger.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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