Use tasks in automations

Create or update task follow-up through automations in OutSmart.

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

1

Open automations

Go to Settings → General → Automation.

2

Create or open an automation

Add a new automation or open an existing one.

3

Choose the trigger

Select the event that should start the task flow.

4

Add a task action

Choose the action that creates or updates a task.

5

Fill in the task details

Set values such as owner, employees, name, category, priority, and dates.

6

Save and test

Save the automation.

Then test it with a realistic scenario.

Good setup practice

Start with one simple use case.

Then expand after the first automation works as expected.

Frequently asked questions

Can I use dynamic values in task fields?

In many automation flows, yes.

Check which parameters are available in your trigger.

Can automations create tasks without an owner?

That depends on your setup.

In practice, assigning an owner is usually better.

Do I need Unlimited Automations?

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

Related topics

• Tasks
• Unlimited Automations
• Create a new automation in OutSmart