Who can use this feature?
- All roles with access level "high"
- Available on all plans
Once entry conditions are set on a playbook, you can start adding playbook actions. Task actions allow you to dynamically assign a task to help your team take action on next steps.
Suggested uses
- When an account's health drops nearing their renewal date, assign a retention plan for the related CSM
- When a contact is willing to be a reference, add a task for your customer marketing manager to send a gift
- When a customer finishes an onboarding process, add a task for your implementation manager to validate checkpoints before going live
Add a "task" action
Tasks allow your team to take prescriptive action toward an objective. Within the Flow Builder, you can apply a task anywhere in the flow:
- From within your playbook flow, click the + button.
You can re-order an action once you add it, as long as it is not used as part of branch logic later in the flow. You can also duplicate actions so you don't have to start from scratch.
- Choose Task.
- Enter the task details:
- Templates: Optionally choose to start from an existing template. No changes to the root template are applied; the duplicate is simply a copy.
- Title: The name of the task.
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Description / formatting: Use the toolbar to apply text formatting, font and background colors, horizontal lines, block quotes, code blocks, and more.
- Image: Upload an image from your local files.
- Embedded Media: Add a URL to an image or other media.
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Table: Add an inline table with rich text toolbar to edit cell or table properties.
A blue highlight around media/tables (focus mode) allows you to drag-and-drop the component in the note; a yellow highlight indicates edit mode.
The table editor does not support column or row resizing.
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Assignee: Click to assign the task to a named user or dynamically based on user reference of the current object. Assignment sends an email notification (depending on the team member's notification preferences).
- Opportunity playbooks: Use account and opportunity reference fields
- Contact and account playbooks: Use account reference fields
- Additional object playbooks: Use user Catalyst or Salesforce user reference fields
- Start date offset: Choose the date the task should begin (measured in days after creation).
- Due Date offset: Choose the date the task should be completed by (measured in days after creation). If the task is not completed by this date, it will be considered overdue.
- Priority: Choose the urgency with which this task should be completed.
- Categories: Choose one or more category to classify this task for reporting capabilities.
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More task fields: Complete the additional task fields (if available). Hover over a field name to read the description for special instructions or recommended conventions, if any.
Admins can configure custom task fields within Settings > Object Configuration.
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Create subtask: This option becomes available when an assignee is set. Enter a subtask name and details, and click to go back to the parent task when done. Subtasks include a progress bar to indicate how many subtasks of the total subtasks are completed (e.g., when all subtasks are complete, mark the parent task complete).
Learn more about subtasks.
- Click Add.
- Optionally add a delay once the action is configured (recommended), or click Done.
The task action is added to the playbook flow.
Tasks created in playbooks are not searchable within the Explore Data page (Tasks object) until the playbook is enabled and task(s) are created for each participant. The task is not indexable in the task template library.