How to Add an "Add Task" Action Step to Your Workflow in LeadDec

Enhance your workflow automation by learning how to add the "Add Task" action step in LeadDec. This article provides a step-by-step guide on setting up this feature, enabling you to automatically create tasks as part of your workflow processes. Ideal for users looking to streamline task management and improve efficiency in their lead handling operations.

1. Begin by selecting the automation option.

1 Click on "automation".

2. Next, choose Create Workflow to proceed.

2 Click on "Create Workflow".

3. Then, select Start from Scratch to build from the ground up.

3 Click on "Start from Scratch".

4. Now, add a trigger to initiate your workflow.

4 Click here.

5. Click the + sign to incorporate an action step.

5 Click on the element.

6. Choose Add Task to include a new task.

6 Click on "Add Task".

7. Enter the task title where indicated.

7 Click on the element.

8. Provide a detailed description of the task.

Provide a comprehensive description of the task, including all essential details to ensure it is understood and completed correctly.

8 Click here.

9. Specify the task's assignee by clicking the provided option.

Choose the CRM user to whom the task will be assigned. This could be yourself or another member of your team.

9 Then, click on "task notification".

10. Set the due date for the task

Set a completion deadline for the task. Establishing a due date helps in maintaining timely progress and accountability.

10 Afterwards, click on "Select".

11. Confirm and save your action to continue.

11 Click on "Save Action".

12. Lastly, complete your workflow and ensure to save or publish your changes.

12 After that, click on the element.

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