Automatically create a task in a sequence

The task object assigns a manual follow-up responsibility to an Keap user. The tasks are generally related to predictable events, like a welcome call after a new customer purchases or 30 day phone survey. After a task is assigned, the user is responsible for manually updating it and adding a completion date.

Remember! Each task object must be configured individually. They cannot be re-used in multiple sequences or at more than one point in the same sequence. Task objects are not archived. If you delete a task object from a sequence, it can only be restored if you restore a previous version of the entire automation.

Create a task with Advanced Automation

1. Click on Automations in the left-hand menu.
   
   
2. Click the + button to create a new automation and choose Advanced Automation.
   
   
3. Give your automation a unique Name for your automation and a category (optional) followed by "Save"
   
   
4. Connect any "Goal" that will be used to start the automation to create the task and connect to a "Sequence"
   
   
5. Click the "Sequence" followed by "View and edit"
   
   
6. Drag and drop a Create Task object onto the canvas.
   
   
7. Click "Create Task" process followed by "View and Edit"
   
   
8. Enter the task title and description. 
   • The Title is displayed on the user's task list. Use "#" to access "Merge fields" to personalize your task.
     
     
   • The Description provides additional details when the user clicks on the title to view the task details.
     This could contain instructions, a script, or a list of "to do" items related to this task.
     
     
   • The Type for the task, such as call, email, appointment, fax, or letter.
     
     
9. Next Identify task outcome options for this task, assign the task, and set a due date and time
   • Task outcome options
     
     
   • Assign the task:
     • Assign to Contact's owner: Check the box if you want the user who is the assigned owner of the contact record to complete this task (e.g. sales rep.)
     • Assign to (backup): Select a backup user from the drop-down. This setting assigns a specific user to complete this task or assigns it to this user if no owner has been assigned to a contact.
     • Remove the assign to (Backup) & Replace: Select the dropdown and click the backspace key to remove the user. Then Start typing the name of the user you want to replace the backup with.
       
       
   • Notify the Owner when the task is created:  
     • Check the box to have a notification sent to the Owner an email notifications
       
       
   • Set a due date, time, and priority. The due date is different from the assign date. 
     • The task is created and assigned based on the sequence timer before it in the sequence. 
     • The due date is used to determine whether the task has been completed on time or is overdue.
       
       
10.  Select additional users to notify (Optional) 
    • Set up email notifications by 
      • Typing the users name in the field
      • Or by blocking on a name to select a user. 
    • Repeat the process to add more user notifications. Every time the sequence creates a task, these users will receive an email.
      
      
11. Pop up reminder (Optional): A browser pop-up will be triggered to remind the owner and users of the tasks approaching due date.
    
    
12. Set the task priority, which is used to set the urgency level of the task.
    
    
13. Click the "Draft" slider to "Ready" for the task
    
    
14. Click the "Draft" slider to "Ready" for the sequence
    
    
15. You are now ready to publish your changes.