When creating a workflow, you might want to add tasks for situations when you need to call a prospect, arrange catering for a meeting room booking or notify customers about their bookings, tours or due dates; create to-do lists for your team; etc.
In order to do this, Open the workflow that you want to add a Task workflow action to, and click on the New button under Workflow Actions.
1. Select Task and click Add:
2. Now configure the Task:
Give the action a name (something that will easily tell a user what the action does)
Check the box for Time Based if required - note that this should be set in the future and is when the task will be created (start Date/time of the task) its currently not possible to set a due date for tasks in Operate.
Define the task details
Specify who will receive the task from the Owner dropdown. Here, you will have the option of choosing to have the task assigned to the "Record owner" or a specific user within your organization.
Make the workflow action active by checking the box 'Make action active' and Save