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How Do I Create an Automation To Assign a Task Based on a Status Update?
This Event-based Automation will create and assign a Task to a team member after a Job or Contact enters a certain Status.
Recipe:
- Choose the "Event based" trigger type
- Select the "Job" or "Contact" trigger record
- Choose when the record type is "Created or Modified"
- Select +Add Condition
- If Status is "[Select appropriate status]"
- Check the box next to "Only if Status is modified"
- Check the radio for "Require all conditions to be true"
- Select +Add Action
- Choose the "Create Task" Action
- Create your Task and choose the assignees, then click "Save"
- Save the Automation when you are finished
Keep the box next to "Maintain related contacts and jobs" checked to ensure the Task being created associates itself with the Triggering Record.