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Add Task (Automation Action)
Add Task (Automation Action)

Create new tasks inside projects with the Add Task action.

Updated over a month ago

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

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.

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:

  • Add Custom Fields (Table View):

    • Click the ➕ 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.

💡 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 ➕ Add Step ➡ Add Task.

  • Under Fields, click Add fields.

  • Set values for each field.

😊 Helpful Links

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