Automations and New Task Actions (+)

You can create personal reminders for yourself by adding a task to an automation. This can be useful for setting a reminder to schedule a meeting or completing a paperwork task as part of your regular workflow. Adding a task to your ongoing automation communication with a contact is quick and easy.

Step 1

You can open an existing Automation by clicking on its "Title" or clicking the blue "New Automation" button at the top right of the Automation page to start a New Automation.

Step 2

Click on the "Plus Sign" Icon in the middle of the page to Add an Action to the Automation.

Step 3

Via the menu that slides out from the right, click on the green "New Task" icon at the top of the slide-out menu.

Step 4

You can select the "Time Delay" to set the time when you want the Task to trigger within the Automation process after the previous Action is added.

Options include;

• Immediately

• 10 minutes

• 30 minutes

• 1 hour

• 6 hours

• 12 hours

• 1 day

• 2 days

• 3 days

• 1 week

• 2 weeks

• Custom Time Delay

  • Click "Custom Time Delay" to select a custom period of "Hours" or "Days" for the Task to trigger after the previous Action is added.

    • Be sure to click the bubble on "Hours" or "Days" to set the correct timing for the Task action.

    • Type in the amount of "Hours" or "Days" into the field, or use the up and down arrows on the right side of the amount field to select "Hours" or "Days".

Note: The Task timing is based on the previous action added. For example, if you set an Automation Email going out the day before and want the Task to trigger two days after, you'd select "2 Days."

Step 5

Assign the type of Task by clicking on the "corresponding icon" to choose the Task type.

Options include;

• General

  • General reminder to yourself to do something to follow up with the Contact

• Call

  • Remind yourself to Call the Contact

• Meeting

  • Prompt to set up a meeting with the Contact

• Email

  • Remind yourself to write a manual email to the Contact, aside from the running Automation.

• Text

  • Remember to write a manual text to the Contact besides the running Automation.

Step 6

Add a task note to remind yourself of the task and its purpose.

Step 7

There are two choices to set the Task Time; "Set Date", or "Set Duration".

1. Set Date

   1. "Set Date" allows you to choose a specific "Complete By" date and time for this task. The second option, "Set Duration," is more commonly used.

2. Set Duration

   1. You can choose an "Hour" or "Day" of the "Time Until Task is Due."

      1. Be sure to click the bubble on "Hours" or "Days" to set the correct timing for the Task action.

      2. Type in the amount of "Hours" or "Days" into the field, or use the up and down arrows on the right side of the amount field to select "Hours" or "Days."

Step 8

Click the blue "Insert" button at the bottom of the Task Action to save the New Task to this Automation or click "Close" to abandon the New Task being added.

Step 9

You will see a green notification stating "last saved" at the bottom right corner to confirm that the Automation has been updated.