> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/tasks/use-tasks-in-automations.md).

# Use tasks in automations

Tasks can be part of automation flows.

This helps you create follow-up automatically when another record changes.

### Common task automation examples

* create a follow-up task after a completed work order
* create a task after a quotation is sent
* create a reminder task for overdue invoices

{% stepper %}
{% step %}

### Open automations

Go to **Settings → General → Automation**.
{% endstep %}

{% step %}

### Create or open an automation

Add a new automation or open an existing one.
{% endstep %}

{% step %}

### Choose the trigger

Select the event that should start the task flow.
{% endstep %}

{% step %}

### Add a task action

Choose the action that creates or updates a task.
{% endstep %}

{% step %}

### Fill in the task details

Set values such as owner, employees, name, category, priority, and dates.
{% endstep %}

{% step %}

### Save and test

Save the automation.

Then test it with a realistic scenario.
{% endstep %}
{% endstepper %}

### Good setup practice

Start with one simple use case.

Then expand after the first automation works as expected.

### Frequently asked questions

<details>

<summary>Can I use dynamic values in task fields?</summary>

In many automation flows, yes.

Check which parameters are available in your trigger.

</details>

<details>

<summary>Can automations create tasks without an owner?</summary>

That depends on your setup.

In practice, assigning an owner is usually better.

</details>

<details>

<summary>Do I need Unlimited Automations?</summary>

That depends on your package and the number of automations you want to run.

</details>

### Related topics

* [**Tasks**](/marketplace-packages-and-power-ups/power-ups/tasks.md)
* [**Unlimited Automations**](/marketplace-packages-and-power-ups/power-ups/unlimited-automations.md)
* [**Create a new automation in OutSmart**](/marketplace-packages-and-power-ups/power-ups/unlimited-automations/create-a-new-automation-in-outsmart.md)


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