Workflow Tasks are assigned to the users when the associated workflow rules are triggered. A workflow task can be associated to a workflow rule, when you want to create a task and assign it to a user, upon triggering the rule.

Availability

Profile Permission Required: Users with Manage Workflow profile permission can access this feature.

To create a workflow task

1. Click Setup > Automation > Workflow > Tasks.
2. In the Workflow Tasks page, click Create Task.
3. In the New Task page, do the following:
   
   • Select the Module from the drop-down list.
   • Enter a Subject for the task.
     Insert merge fields to create dynamic task subjects.
     
   • Specify the Due Date to complete the task.
   • Select the Status of the task from the drop-down list.
   • Select the task Priority from the drop-down list.
   • Select the user from the Assigned To lookup list to assign the task.
     
   • Select the Notify Assignee check box to notify the task owner via email about the task.
   • Select the Remind Assignee check box to send reminder to the task owner. 
     
     • Alert through Email - A reminder email will be sent to the task owner at the specified time.
     • Alert through Pop-up - A pop-up reminder will be initiated to the task owner at the specified time.
   • Enter the task Description.
4. Click Save. 
   A new workflow task is created, which can be associated to workflow rules.