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.