Workflow Trigger - Task Completed

TABLE OF CONTENTS

Overview

Trigger Name

Trigger Description

How to Configure

Overview

The "Task Completed" trigger initiates a workflow based on when a task is completed. This trigger is particularly useful for task management.

Trigger Name

Task Completed

Trigger Description

The "Task Completed" trigger activates when a task is completed. This can be customized by assigned user.

How to Configure:

1. Navigate to Automations
2. Choose a Workflow Trigger: Select "Task Completed" from the list of available triggers.
3. Name Your Trigger: Enter a descriptive name for the trigger, such as "Sales Team Completed Task"
4. Set Up Filters: Add filters to specify conditions for the trigger, such as the assigned user.

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