Task Triggers

This article was developed to describe the "Task Triggers" functionality and how to use it.

Task Triggers function similarly to Email Triggers in the sense that task creation is triggered by system events.

IMPORTANT
You need to set up task settings and task items before you can configure triggers.

1. From the Calendar tab, click Tasks.
   
2. The Tasks page opens. Scroll down the page, and click Task Triggers in the left-hand panel.
   
3. The Triggers page opens. 
   
4. If you click on the title of an existing system event, the row expands to provide information on that event (see example image below).
   
5. Select a system event from the "Triggers" field by clicking the pencil icon next to the event on the far right of the page.
   

   NOTE
   Selecting Status Change or similar triggers will cause a secondary dropdown menu to appear where a specific status or task needs to be selected.

   
   
   
   
6. Once you have selected a system event for your task creation to be triggered, you will be given a series of fields and dropdown options to further specify when you want the task created.
7. Do the following:
   • Type a name for the trigger in the Name field.
   • Type a description for the trigger in the Description field.
   • If desired, assign the trigger to a group.
8. Select an option from the Event menu to activate the trigger.

   NOTE
   Options selected from the Event and Contact menus, changes options in menus that follow.

9. To set conditions that will activate the trigger, do the following:
   
10. Select All or Any of the following conditions from the Meets menu.
11. Do either of the following:
    • To add another condition to this group, click add another condition group. An example of how this would work is if this event meets any of the conditions in the first, second or third group, move along to the action.
    • To add another condition separate from this group, click add another condition. An example of how this would work is if this event meets any of the following conditions move along to the action.
12. When finished setting your conditions, go to the Setup Action(s) section.

    NOTE
    The option you select from the Setup Action menu changes the options that follow.

    
13. If desired, click add another action and repeat step 10.
14. Once set up, go to the bottom right of the page, and click the Save & Create Trigger button.
15. To delete this trigger, select "Delete" from the Navigation Bar found near the top of the page.

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