You can create tasks and sub task using the following actions:

  1. Create Task

  2. Create Sub Task

When using these actions, you will be able to build a task, or task template, that the automation will create when triggered. You'll find the following options in the task template:

  • Task name (specify value and/or variable)

  • Task description (specify value and/or variable)

  • Tags

  • Assigning members

  • Start date and time (dynamic)

  • Due date and time (dynamic)

  • Custom fields (specify value and/or variable)

  • Sub tasks

  • Comments

  • File attachments

Using Custom Field Variables

When creating tasks and sub tasks with Automations, you may need to pass data from certain custom fields to the new task.

This can be accomplished by using the following automation variables:

{triggered.task.custom_field.ID} - Replace with Custom field ID

Passes the value of the custom field from the task that triggered the Rule.

{triggered.parent.task.custom_field.ID} - Replace with Custom field ID

Passes the value of the custom field from the parent of the task that triggered the Rule.

You will find the Custom Field ID in the Custom Fields section in Admin. You have to be a Custom Fields Manager to access this section.

Once you’ve identified the variable and ID that you would like to use, simply enter it in the corresponding field.

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