To automate creating a task in Zomentum

Step 1 
Define a trigger


Step 2  
Add a filter

Step 3 
 Choose Action Create & Task 


Step 4 

Create the task by filling the following Fields 





Title

Details

Description

Brief description of the task

Due Date

The date on which task is due for completion i.e. when the owner is supposed to do the task

Same Day

If the task needs to complete on the same day

Type

Type of the task 

To do

The task is an item in a to-do list

Follow up

Task involves follow-up

Call

The task involves calling a client

Email

The task involves sending an e-mail

Priority

Define the priority of the task based on high, medium or low.

Collaborators

Define Collaborators for the task

Related to

Define to which Opportunity, Client the task is related to.

Owner

Define task owner i.e. the person responsible for the task

Mark as don

Mark task as done once complete