--- title: "Workflow Action: Create Task" description: Automate Task Creation to Keep Your Team on Track --- [Skip to content](https://helpdesk.inveloapp.com/workflow-action-create-task#main-content) English Show submenu for translations ![Invelo square logo-1.png\]](https://helpdesk.inveloapp.com/hs-fs/hubfs/Invelo%20square%20logo-1.png?height=40&name=Invelo%20square%20logo-1.png) Open main navigation Close main navigation - English Show submenu for translations - [Visit inveloapp.com](https://inveloapp.com/) [Visit inveloapp.com](https://inveloapp.com/) Advice and answers from the Invelo Team - There are no suggestions because the search field is empty. 1. [Invelo's Help Desk](https://helpdesk.inveloapp.com/?hsLang=en) 2. [Workflows & Automations](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en) 3. [Actions: CRM](https://helpdesk.inveloapp.com/workflows-automations?hsLang=en#actions-crm) # Workflow Action: Create Task ## Automate Task Creation to Keep Your Team on Track The **Create Task** action in your workflow allows you to automatically generate tasks based on specific triggers, ensuring no lead falls through the cracks. Whether it's a follow-up call or a scheduled appointment, this action helps streamline your team's day-to-day responsibilities. #### Task Types Available You can choose from six task types to match your workflow needs: - **Follow Up** – General follow-up with a lead - **Appointment** – Set a time-sensitive meeting or property visit - **To Do** – A flexible reminder for any custom action - **Call** – Make a phone call to the contact - **Text** – Send a manual or automated text - **Email** – Send a follow-up email (manual or via templates) --- #### Due Date Options Decide when the task should be completed: - **None** – No due date is set - **Due Immediately** – Task is marked as due as soon as it's created - **Amount of Time Until Due** – Set a delay (e.g., 2 hours, 1 day, 3 business days) This flexibility ensures tasks are aligned with your process and timelines. --- #### Assigning the Task Tasks can be assigned to a **specific user** in your account — ideal for delegating actions to sales reps, follow-up teams, or admins. --- #### Example Use Cases - 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