Overview
The Add Task action lets you automatically create new tasks with multiple parameters and custom fields inside projects as part of your automation flows.
Add Task Actions
Here are the triggers & actions you can use in your automation flows:
| (ACTION) Add Task | Adds a task with additional parameters and custom fields to a specific project. |
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Add Task Automation Settings
You can modify several aspects of the Add Task workflow:
| Field | Description |
|---|---|
| PROJECT | The ID of the project where you want to add the new task. |
| BLOCK | The ID of the block where you want to add the task inside a project. |
| CONTENT | The content of the task. |
| POSITION | Position of the new task in a project. |
| FIELDS | Custom fields that will be added to a project together with the task. |
| DUE DATE | The due date for the task. |
Add Multiple Tasks
The Add Task action supports adding multiple tasks in a single action. To do this, the text must be formatted correctly. An Ask Agent action can be used to help with the formatting using a prompt similar to:
Your response should help break down the task into a format such as:## Title of Task- Subtask 1- Subtask 2Add a new line character for each new lineCheckboxes can be used with the following format:- [ ] Task A- [ ] Task B
This will help add multiple tasks in a single action:
Add Custom Fields
Custom fields allow you to instantly categorize, prioritize, and track new tasks inside projects in a way that makes sense for your team and project goals.
First, you need to make sure that custom fields are enabled inside the target project:
- Add Custom Fields (Table View):
- Click the โ button next to the last column (you may need to scroll right).
- (method#1) Choose one of the available presets.
- (method #2) Choose Single select to add a custom column.
- Add Custom Fields (All Views):
- Open a project and click โ next to a task.
- Choose one of the custom field options at the bottom.
๐ก Note: Want to learn more? Visit our guide to Custom Fields.
Once you've defined custom fields, you can add them directly from automation settings:
- Click โ Add Step โก Add Task.
- Under Fields, click Add fields.
- Set values for each field.
