How to Set Task Added Triggers | SURPLUS SYSTEMS

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How to Set Task Added Triggers

Trigger workflows automatically when a new task is created. Use this to assign notifications, set reminders, or launch follow-up actions that keep your team organized and proactive.

1. To start, click on "Marketing."

2. Then, click on "Automation."

3. Afterwards, click on "Create Workflow."

4. Then, click on "Start from Scratch."

5. Next, click here to rename the workflow.

6. Click on "Add New Trigger."

7. Type and search for "Task Added."

8. Click on "Task Added."

9. Then, click here to rename.

10. Click on "Add filters."

11. Click on "Select."

12. After that, click on "Assigned User."

13. Click on "Select."

14. Then, search and select a user here.

15. To conclude, click on "Save Trigger."

This workflow was created with Supademo.

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