# Workflow Action: Add Task

Adding a task to contact an assigned user can be automated. Let’s say that you add the tag “ultimate task” to a contact to cause the system to automatically add this task to the assigned user’s contact page and notify both of them. In this article, we will go over the *Add Task* action and how to use it.

This action exists within workflows and works similarly to the add task option within the contact area.

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**Step 1:** Start a new workflow

**Step 2:** Setting up the Workflow Trigger

* Under Workflow Triggers, select “Contact tag” in the “Contact” section of the Workflow Triggers Menu
* Filter for a tag that you can create from the filter menu and many areas within the system including the contact area and settings
* Click “Save Trigger” in the bottom right of your screen.

***Please Note:** You can use any trigger you would like including no trigger*

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**Step 3:** Adding the *Add Task* Action

* Click on the “+” symbol below the trigger to add an action.
* Under Actions, select “Add Task” in the “CRM” section of the Actions Menu or use the search feature
* Name the workflow action if you would like, provide a title, add details for the description, assign the task to the assigned user/specific user, and pick a due date
* Save the action

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**Step 4:** Setting up the Send Email action

* Click on the “+” symbol below the first action
* Under Actions, select “Send Email” in the “External Communications” section of the Actions Menu or use the search feature
* Name the workflow action if you would like, provide field information and custom values to your preference
* Save the action

***Please Note:** Subject and message are required.*

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**Step 4:** Setting up the Internal Notification action

* Under Actions, select “Send Internal Notification” in the “CRM” section of the Actions Menu
* In the “Send Internal Notification” menu, select “Email” under “Type of Notification”
* Once selected, several email setup customization options will appear below
* Name the workflow action if you would like, provide field information and custom values to your preference
* This action allows you to select the user type that you want to send to. In this example Assigned User was selected
* Save the action

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**Step 5:** Customize to your preference

* Add actions and customization to your preference
* Publish and save the workflow (top right of the screen)

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