Add Task

In add task workflow user can add a task for multiple employees

To add a task select the automated flow

Select the option On Record Added and click on Next

Click on the detail tab and add all the details

After adding all the details click on the workflow stages

In workflow stages, click on stages

In General tab Select the Add Task

Add the stage name and click on configure

Configure all the details and click on Ok

Go to finish tab

Click on the finish button and save the workflow

Last updated