{"id":1422,"date":"2026-03-19T06:58:20","date_gmt":"2026-03-19T06:58:20","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=1422"},"modified":"2026-03-19T06:58:20","modified_gmt":"2026-03-19T06:58:20","password":"","slug":"workflow-action-task-notification","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/workflow-action-task-notification\/","title":{"rendered":"Workflow Action – Task Notification"},"content":{"rendered":"

Overview<\/h2>\n

The\u00a0Task Notification<\/strong>\u00a0action allows you to create a new task with a defined due date that will be assigned to a specific user. This is particularly useful for ensuring team members are aware of tasks that need their attention.<\/p>\n

Action Name<\/h2>\n

Task Notification<\/strong><\/p>\n

Action Description<\/h2>\n

This action creates a task within the system, assigns it to a user, and defines a due date by which the task must be completed. You can specify task titles, assign users, set descriptions, and establish deadlines, ensuring task management is easy to organize.<\/p>\n

Action Details<\/h2>\n

<\/p>\n

How to configure:<\/strong><\/h3>\n
    \n
  1. Action Name:<\/strong>\u00a0Give the task an appropriate name such as “Add Task” to reflect its purpose.<\/li>\n
  2. Title:<\/strong>\u00a0Enter the task title that will be visible to the user.<\/li>\n
  3. Description:<\/strong>\u00a0Provide detailed information about the task. This is what the user will see to understand their assignment.<\/li>\n
  4. Assign To:<\/strong>\u00a0Select the user or team member to whom the task will be assigned.<\/li>\n
  5. Due In:<\/strong>\u00a0Define the deadline for the task using predefined durations (e.g., 1 day, 2 days, or immediate).<\/li>\n<\/ol>\n

    <\/h2>\n\n\n\n\n<\/colgroup>\n\n\n\n\n\n\n
    Field Name<\/td>\nDescription<\/td>\nMandatory<\/td>\n<\/tr>\n
    Title<\/td>\nTitle of the task to help users identify it.<\/td>\nYes<\/td>\n<\/tr>\n
    Description<\/td>\nDetailed description of the task, providing context and guidance to the assigned user.<\/td>\nNo<\/td>\n<\/tr>\n
    Assign To<\/td>\nSelect the user to whom the task will be assigned from the available list of users.<\/td>\nYes<\/td>\n<\/tr>\n
    Due In<\/td>\nSet the deadline for the task (e.g., in 1 day, 2 days, 5 days, or “Now” for immediate tasks).<\/td>\nYes<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

    <\/h2>\n

    Example<\/h2>\n

    Let\u2019s say you want to assign a task to a team member, John, to follow up with a lead. You can configure the action as follows:<\/p>\n

      \n
    • Action Name:<\/strong>\u00a0Add Task<\/li>\n
    • Title:<\/strong>\u00a0Follow-up with Lead XYZ<\/li>\n
    • Description:<\/strong>\u00a0Call Lead XYZ and check on the progress of their onboarding process.<\/li>\n
    • Assign To:<\/strong>\u00a0John Doe<\/li>\n
    • Due In:<\/strong>\u00a02 Days<\/li>\n<\/ul>\n

      In this case, John will receive the task in the system, and it will be due within 2 days.<\/p>\n","protected":false},"excerpt":{"rendered":"

      Overview The\u00a0Task Notification\u00a0action allows you to create a new task with a defined due date that will be assigned to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[66],"doc_tag":[],"class_list":["post-1422","docs","type-docs","status-publish","hentry","doc_category-communication-workflow-actions"],"year_month":"2026-09","word_count":318,"total_views":"32","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Communication Workflow Actions","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/communication-workflow-actions\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1422"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1422\/revisions"}],"predecessor-version":[{"id":1423,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1422\/revisions\/1423"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1422"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1422"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}