Workflow Module

Home Forums CRM Workflow Module

Viewing 1 reply thread
  • Author
    Posts
    • #86940
      Manolo Buriani
      Participant

      Hi everyone.
      I need to create an automation through the Workflow module.
      I would like that by creating a Task with a certain title a new task would be automatically created 2 days later.
      Example: I schedule a phone call today, I would like a new task to be created in 2 days for a recall.

    • #87277
      Arif_me
      Participant

      Hello Manolo,

      Thank you for reaching out. By default, this is not possible as when an user goes for a event(Creating task), S/he will not be able to trigger an action for activity .

      As we are going through a conversation it ticket, I hope you will get a solution there.

      Thank you

Viewing 1 reply thread
  • You must be logged in to reply to this topic.