Help Center

Workflow: Create Task

The Create Task action automatically creates a task when a workflow reaches that step. You can use it to assign follow-up work, create internal review tasks, or pause a workflow until someone completes a required action.

Where to Find It

In the workflow builder, Create Task appears under the Actions section.

How to Add a Create Task Action

1. Go to Workflow templates.
2. Create a new workflow or open an existing one.
3. Click the + button where you want to add a step.
4. Under Actions, select Create task.
5. Click the node to open its settings.
6. Configure the task details.
7. Click Apply.
8. Save the workflow as a draft or publish it.

What the Create Task Action Does

When the workflow reaches this node, LeadCenter creates a task and assigns it to the selected user or team. You can either let the workflow continue immediately or pause the workflow until the task is completed. :contentReference[oaicite:2]{index=2}

Task Modes

Create task & continue

The task is created and the workflow immediately moves to the next node. The task runs in parallel with the rest of the workflow.

Create task & await completion

The task is created and the workflow pauses until the task is marked as Completed. While waiting, the workflow run shows Waiting for event. :contentReference[oaicite:3]{index=3}

Important: If you choose Create task & await completion and the task is never completed, the workflow remains paused until the task is completed or the run is manually terminated. :contentReference[oaicite:4]{index=4}

Configuration Options

Title

Enter a clear task title so the assignee understands what needs to be done. The title supports shortcodes, so you can personalize it with contact or workflow data. :contentReference[oaicite:5]{index=5}

Notes

Add task instructions, context, or details. Notes also support shortcodes for dynamic content. :contentReference[oaicite:6]{index=6}

Priority

Choose the task priority: High, Medium, Low, or None.

Status

Set the initial task status. Common task statuses include Not Started, Under Progress, Completed, and Cancelled.

Owner

Assign the task to a specific user or a team.

Additional Assignees

You can optionally add more users as additional assignees. They will also see the task and receive notifications. Additional assignees are available when the owner is an individual user, not a team.

Task List

Choose which task list the task should be added to. If no task list is selected, the task can remain in the Inbox.

Category

Optionally assign a category to help group and filter the task later.

Due Date

Set the due date relative to the moment the task is created during the workflow run. You can choose:

• After a number of days
• After a number of weekdays
• After a number of weeks
• After a number of months

You can also optionally set a specific time for the due date. The due date is calculated from when the workflow creates the task, not from when the workflow was published or originally triggered.

Using a Task Template

You can select a task template to prefill the task details automatically. After selecting a template, you can still override any field in the node settings. :contentReference[oaicite:14]{index=14}

Notifications

All assignees receive notifications when a task is created through a workflow. :contentReference[oaicite:15]{index=15}

When Create Task Is Useful

• Lead follow-up — create a task for a team member after a new lead enters the workflow
• Internal review — pause the workflow until someone completes an approval task
• Appointment prep — create a prep task before a scheduled meeting
• Operations handoff — assign internal next steps after a stage change or form submission

Best Practices

• Use Create task & await completion when the next workflow step depends on the task being done.
• Use Create task & continue for tasks that should run in parallel with the rest of the workflow.
• Set realistic due dates so assignees have enough time to complete the work.
• Use descriptive task titles that include enough context to be clear at a glance.
• Use shortcodes in titles and notes when you want the task to include contact-specific details.
• Use task templates when you want consistent task structure across multiple workflows.

Frequently Asked Questions

What happens if I use “await completion” and the task is never completed?

The workflow remains paused in Waiting for event status until the task is completed or the workflow run is manually terminated. :contentReference[oaicite:17]{index=17}

Does cancelling a workflow-created task resume the workflow?

No. Only marking the task as Completed resumes a workflow in await completion mode. Cancelling the task does not advance the workflow. :contentReference[oaicite:18]{index=18}

Can I route tasks to different people based on workflow conditions?

Yes. You can use filters and branches earlier in the workflow to route contacts to different Create Task actions with different owners. :contentReference[oaicite:19]{index=19}

When is the due date calculated?

From the moment the workflow creates the task. It is not based on when the workflow was published or when the trigger first fired. :contentReference[oaicite:20]{index=20}

What is the difference between Create Task and Create Step?

Create Task creates a standalone task with a due date relative to when it is created during the workflow run. Create Step creates a task group with a due date relative to the workflow’s Target Date. Use Create Task for standalone follow-up work and Create Step for date-anchored processes.

If you need help using the Create Task workflow action, contact support@leadcenter.ai.