Set-up Automated Tasks & Emails

This article is intended to outline how you can set up an automation that will automatically create tasks and send emails for you. This is to avoid creating the same task over and over again. 

For a breakdown of all the possible triggers (events) and actions, see the Events & Actions Explained Article.

How to:

1. Create a task template
2. Create an email template
3. Create an automation using email and task templates

Create a task template (for automated tasks)

1. Navigate to Settings > Tasks. Click on Create Task Template. 
2. [Required] Enter the Task Name and Template name.
3. [Optional] Enter the Due in, Assignee and Details.
4. Save the task template.

Note: See a full length article on how to create a task template here.

Create an email template (for automated emails)

1. Navigate to Settings > Email. Click on Create Email Template.
2. Select template kind Custom email template.
3. Add recipients, a subject line, and the body of the email.
4. Save the email template.

Note: See a full length article on how to create an email template here.

Create a automation using email and task templates

Navigate to Settings > Automation. Click on Create Automation

Enter a Name for your automation and save

You will be navigated to the automation builder page

Select the desired trigger for the automation. For example, if you want to create a task every time a new lead is created, click on Project > New project created

Select the project types that you would like this automation to apply to. You may select more than one project type here. Click on Done

Select the Create task action

Select the desired task template

Click on Done

Note: To add more tasks, restart at the Create task action step above. If you would like the automation to send an automated email, continue with the steps below. If not, you may jump to the Save automation step below.

To send an automated email at the same time, click on the + icon, then select the Send email action

Select the desired email template

Click on Done

Click on Save automation

Finally, when you're satisfied with the flow, toggle the automation active

You're all done!

Every time a new project is created, this automation will be triggered causing a task to be created and an email to be sent. You can view all the times the automation ran by clicking on the menu under Actions > View automation runs.