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.
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Add Task Actions
(ACTION) Add Task | Adds a task with additional parameters and custom fields to a specific project. |
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 2
Add a new line character for each new line
Checkboxes 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:
Click the β 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.
Open a project and click β next to a task.
Choose one of the custom field options at the bottom.
π‘ 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 β Add Step β‘ Add Task.
Under Fields, click Add fields.
Set values for each field.
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