Contacts
Internal Tasks for your Team
without associating them with a contact, making it easier to manage team responsibilities and other operational work.
Read guideAdaptive AI · By Adaptation Living LLC
Create Task
Create, assign, and track an internal task for your team.
3 guides in this area
Step-by-step library
Guides for Create Task
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Communication Workflow Actions
Workflow Action - Add Task
The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user.
Read guideWorkflow Triggers
How to Create A Task Event and Task Reminder in Campaigns
This article will show you how to add task events and reminders to your Adaptive AI campaigns.
Read guide