Adding actions to create tasks

Add an action to create a task if rule criteria is met for the related rule.

Specify the activity template and details such as the task due date. Also define the user to assign the task to and the contact to associate with the task.

To add create a task rule action:

Navigate to the Customize workspace and select the Rules tab,
Select the rule in which you want to add create a task rule action.
In the Actions tab, click the Add button and select Create Task.
The Add Create Task Action dialog opens.
In the Execution area, select one of the following options to define when the rule executes:

Immediate

Performs the action immediately after rule criteria is met.

Time based

Performs the action relative to a date or time field for the subject area.
To specify the time, in the Time based fields, define the number of days or hours before or after a time field that is specific to the subject area. For example, for an opportunity, specify 10 Days Before Expected Close Date.

Note: Before you can create a time-based action, you must specify both creation and modification triggers for the rule that contains the action.
In the Template field, define the task template:
1. Click the Select button .
  The Select Activity Template dialog opens.
2. Select an activity template and click OK.
  The Select Activity Template dialog closes.
Optional: In the Description field, enter a description of the create task rule action.
In the Priority field, select a priority for the create task rule action.
Optional: In the Due Date field, select a due date for the create task rule action to be completed by, relative to the date the action is created for the user.
For example, if you want the task to be completed the day after it is created, select 1 day after Create Date.
Optional: In the Notes field, enter any additional information for the create task rule action.
In the Assign Task area, select one of the following options:
Current User invoking Action

Assigns the task to the user who triggered its creation.

Coverage Role
Assigns the task to the user who belong to a specified coverage role. To select a coverage role:
1. In the first field, select whether you want the role type to be Coverage or Opportunity Team.
2. In the second field, select the user role you want to assign the task to.
Specific User
Assigns the task to a specific user. To select a user:
1. In the Specific User field, click the Select button .
  The Select User dialog opens.
2. Find and select the user you want to assign the task to.
3. Click OK.
  The Select User dialog closes.
Work Queue
Assigns the task to an existing work queue. To select a work queue:
1. In the Work Queue field, click the Select button .
  The Select Work Queue dialog opens.
2. Select the work queue you want to assign the task to.
  You can search for the work queue in the Name field on top of the Select Work Queue dialog.
3. Click OK.
  The Select Work Queue dialog closes.
In the For Contact area, select one of the following options:
- Contact from the Target Object
  
  Only available for rules with the Contact subject area. Creates the task for the same contact as the one associated with the target object.
- Contact specified in the For field of the triggering object
  
  Creates the task for the contact related to the triggering object. For example, in a rule that is triggered when a field in a contact's record is updated, the contact from the triggering object would be the contact whose record had a field updated.
  Select the field name from the list of available triggering object fields.
- Specific Contact
  
  Creates the task for a specific contact.
  To select a contact, in the Specific Contact field, click the Select button . In the Select Person dialog that opens, select the contact you want to create the task for.
- No Contact
  
  If you do not specify a contact, then the task will be created for the contact from the target object by default.
Click OK.
The Add Create Task Action dialog closes.

The create task action is now created.