Task Actions

Select an object for your task. Remember, tasks can only be associated with workflow rules or approval processes for the same object type. Choose an object that tracks activities.

Tasks aren’t available for article types.

Select an assignee for your task. An assignee can be in the form of a user, role, record owner, record creator, opportunity team role, or account team role, depending on the type of record you chose.

• If the assignee of a task is set to the record owner and the owner of a lead or case is a queue, the task is assigned to the person who triggered the rule.
• If a custom object has a master-detail relationship with a standard object, the owner of the custom object record is automatically set to the owner of the main standard object record. For example, if a custom object called “Expenses” has a master-detail relationship with Accounts, the owner of each expense record is the owner of the account for the expense.
• If the assignee of a workflow task is a role and more than one user belongs to that role, the record owner becomes the task assignee, regardless of their role. We recommend that you don’t assign tasks to roles with multiple users. Assigning tasks to roles with one user allows you to easily change the user in that role without modifying the workflow rule. If the assignee of a workflow task is a role and that role is empty, the record owner becomes the task assignee, regardless of their role.
• When a lead is converted by someone who isn't the lead owner, all workflow tasks associated with the lead that are assigned to that user, except email alerts, are reassigned to the lead owner. Workflow tasks assigned to users other than the lead owner and lead converter aren't changed.

Enter a unique name to refer to this component in the API. The requirement for uniqueness is only within the selected object type. You can have actions of the same type with the same unique name, provided they’re defined for different objects.

The Unique Name field can contain only underscores and alphanumeric characters. It must be unique within the selected object type, begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

Choose a due date for the task. Due dates appear in the time zone of the assignee.

Configuring a task’s Due Date to "Rule Trigger Date" sets time triggers and workflow task due dates based on the date that the workflow time trigger’s action is executed. For example, if the task due date is "Rule Trigger Date plus 10 days" and the time trigger is executed on January 1, Salesforce sets the task due date to January 11.