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Node – Create Task

Node Function: Using data from a worksheet, the Create Task node automatically creates a Task under the collaboration module.

Application Example​

When a new purchase request record is created, a purchase task is automatically generated after approval.

1. Select the Project and Board for the Task​

Any project visible to the operator can be selected.

2. Set Task Attributes​

Set the task's name, owner, members, planned start and end times, and description.

Tips​

The task name and description are text fields. Click A to enter a fixed value (so that the task name is the same every time it is created), or click B to select a field value from other nodes.

You can also concatenate manually entered static text with dynamic field values from the nodes.

The task owner, participants, and time are selection-type fields that require clicking to select.