Create Task
Create a new task in Jestor
With the action “Create Task”, you can create a new task in Jestor automatically when the chosen trigger is activated.
Trigger -> Action
The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:
When the condition (trigger) happens, then do (action).
Trigger -> Action
How to create
You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:
Select the trigger of your choice to activate the action, then select the "Create Task" action, and fill in the options:
- Task:
- Write the task's description
- Owner:
*Assign the task's owner (either a fixed user or a user id from the record's data) - Due date(optional):
- Choose a due date for the task (in the YYYY-MM-DD format)
- Table(optional):
- Assign the task to a specific table
- Record(optional):
- Assign the task to a specific table (either a fixed record or a record id from the record's data)
Click on save
Updated about 2 years ago