Schedule Follow-Up Work with the Add Task Action

Add Task creates a task on the contact for a team member, with a due date calculated from the moment the contact reaches the step.

Fields

• Action Name: for example "Add Task - Follow up".
• Title: required.
• Description: rich text, with formatting preserved.
• Assign To: required. Choose the team member.
• Due In: a number plus days, weeks, months or years, or "Now" for immediate tasks.
• Due Time (optional): a specific time of day.
• Skip Weekends (optional): leaves out Saturdays and Sundays when counting.
• Due Date Preview: shows the evaluated due date and time so you can verify it.

Set it up

1. Open Automation > Workflows and choose a trigger.
2. Click + and choose Add Task.
3. Complete the title, description and assignee.
4. Set the due offset, optional time and weekend rule, then confirm the preview.
5. Click Save Action and publish.

Example

Title: "Follow up with new lead". Description: "Call the lead and check on onboarding progress". Assign to your account manager. Due in 2 weeks at 10:30 AM, skipping weekends. The assignee sees a task due on the previewed date.

Combining with other steps

• Add a task after a failed email, an unanswered call or a lost deal.
• Use the Task Completed trigger to start the next stage of work.

Good to know: Use merge fields in the title, such as the contact's name, so tasks are readable in lists.