> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/tasks/automation-flows/automation-flows-create-task.md).

# Automation Flows - Create Task

In **SprintHub**, you can automate the creation of tasks directly from events related to **Leads or Contacts**, ensuring that important follow-up, sales, or relationship activities are not forgotten.

This feature is ideal for **organizing follow-ups, delegating responsibilities to the sales team** and **standardizing processes**, such as calls, visits, or sending proposals.

***

### 🔹 When to use?

* To ensure **follow-up with Leads or Contacts**.
* To **automatically assign activities** to the team responsible for the Lead.
* To standardize processes, such as calls, visits, sending proposals, or business contacts.

***

### 🔹 Step-by-step to create a task in the Automation Flow

#### 1. Access the Automation Flows

* Go to **Find Services → Analyze → Automation Flow**.
* Click on **+ New Flow**.

#### 2. Flow Setup

* **Name:** Define a name that represents the flow's objective (e.g.: “Hot Leads Follow-up”).
* **Segment:** Contacts from these segments will be automatically added to the flow, including Leads added in the future.
* **Access Permission:** Only the users and departments below will be able to access the flow. Leaving it blank makes it available to everyone.
* **Allow contacts to repeat the flow?**
  * Enabled: the Lead can go through the flow again.
  * Disabled: the Lead goes through the flow only once.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FRGJT5tStoZv9OSQymU5I%2Fimage.png?alt=media&amp;token=7fe2758b-6460-4b3b-97b0-ca4091514222" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FdoMQiwMuWoJ5eBaEHRLj%2Fimage.png?alt=media&amp;token=a951ab30-38d6-480e-a76a-6ff4bb969a14" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2Fl0qHIFVDExrSicIufYrx%2Fimage.png?alt=media&amp;token=31460b53-5ae9-4e27-8c12-bbfa320c5fd9" alt=""><figcaption></figcaption></figure>

#### 3. Configure the Action → Create Task

Click on **Open Builder** and fill in the fields using Lead/Contact information:

* **Board 🗂**\
  ➡️ Example: “Leads to Follow Up”\
  The board organizes tasks by sales or relationship area.
* **Stage 📊**\
  ➡️ Open: newly created task, awaiting action from the responsible person.\
  ➡️ Pending: task in progress, awaiting customer response.\
  ➡️ Custom: stages such as “Awaiting Lead response” or “Escalated to sales manager”.
* **Task Title 🏷**\
  ➡️ Example: “Contact {{Lead Name}} – Lead #{{Lead ID}}”\
  Use dynamic Lead fields to make identification easier.
* **Responsible 👤**\
  ➡️ Example: “Salesperson assigned to the Lead”\
  Automatically assigns to the person defined in the Lead or by the sales team.
* **Description 🖊**\
  ➡️ Example: “Follow up with Lead {{Lead Name}} about the proposal sent. Confirm interest and record the response.”\
  Should detail the required action.
* **Task Type 🔖**\
  ➡️ Example: “Follow-up Call”, “Proposal Sending”, or “Business Contact”
* **Priority 🚦**\
  ➡️ Example: “High” for hot Leads or a short response deadline.
* **Due Date ⏳**\
  ➡️ Example: “2 days after Lead creation”\
  Ensures the follow-up is within the sales SLA.
* **Participants 👥**\
  ➡️ Example: “Sales Team”\
  When more than one team member needs to track the task.
* **Observers 👀**\
  ➡️ Example: “Sales Coordinator”\
  For supervisors who follow along without editing.
* **Departments 🏢**\
  ➡️ Example: “Sales” or “Pre-sales”\
  For matters involving another department.
* **Attachments 📎**\
  ➡️ Example: “Proposal sent”, “Screenshot of the Lead's email”

{% embed url="<https://youtu.be/xfVMlxk_Xnw>" %}

***

#### 4. Save and Activate the Flow

* Click on **Yes** in “Published?”
* Activate the flow so that new occurrences automatically trigger task creation for each Lead/Contact.

***

### 🔹 Practical Example

**Objective:** Create an automatic task when a Lead advances to the stage **Proposal Sent**.

* **Trigger:** Lead enters the “Proposal Sent” stage.
* **Action:** Create task.
  * **Title:** “Follow up with {{Lead Name}}”.
  * **Description:** “Contact the Lead within 2 days to confirm receipt of the proposal and record feedback.”
  * **Responsible:** Salesperson assigned to the Lead.
  * **Deadline:** 2 days after trigger.
  * **Task Type:** Follow-up Call.

✅ **Result:** Whenever a Lead advances to this stage, SprintHub will automatically create the follow-up task, ensuring no contact is forgotten.