> 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/crm/crm-automation-to-create-a-task.md).

# CRM - Automation to create a task

By following this guide, you will be able to set up **an automation in your CRM** to create tasks related to the **Opportunities**.\
The automation can be done **per stage** or **directly in the pipeline**.

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### 📝 Create an Automation

1️⃣ **Access your CRM**\
👉 Via the “Find Services” menu or type the name in the search.

2️⃣ **Go to the Automations section**

3️⃣ **Start creating**\
👉 Click on **“+ Create Automation”**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FENxl1248UJzBT8RqSIBo%2Fimage.png?alt=media&amp;token=b319df59-b2f7-4340-9ef9-c4411c9df7b8" alt=""><figcaption></figcaption></figure>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FKuG1LPvbVwwv6k9NasGL%2Fimage.png?alt=media&amp;token=c1b90937-b6a0-4064-b6a1-11dd7275f055" alt=""><figcaption></figcaption></figure>

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### ⚙️ Configure and Save

* **Title:**\
  ✍️ Example: *“Create call task after status update”*\
  ➡️ Use a clear title to identify the automation.
* **Trigger:**\
  🔔 Example: *“An opportunity field is updated”*\
  ➡️ Defines **when** the automation should happen.
* **Condition:**\
  ✅ Example: *“The opportunity status is Proposal Sent”*\
  ➡️ Defines **in which situation** the action will be executed.
* **Action:**\
  📌 Choose **Create task**.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FTvoyNBMbO1l2yRGpSRp7%2Fimage.png?alt=media&amp;token=c1b9f014-7511-4ef7-9c23-9cf269a53135" alt=""><figcaption></figcaption></figure>

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### 📋 Task Configuration

Here are the fields you can configure in the create task action, with examples:

* **Board** 🗂\
  ➡️ Example: *“Sales”*\
  ➡️ Defines which task board the activity will be created in.
* **📊 Stage**\
  Define which stage the task is in:

**Open** → task created, not started yet.

**Pending** → in progress, awaiting completion.

**Custom** → according to the stages you configured in your **task board**.

* **Task Title** 🏷\
  ➡️ Example: *“Call the customer after sending the proposal”*\
  ➡️ It should be short and to the point.
* **Responsible party** 👤\
  ➡️ Example: *“The Opportunity owner”*\
  ➡️ Who will execute the task.
* **Description** 🖊\
  ➡️ Example: *“Contact the client to confirm whether they received and reviewed the proposal sent by email.”*\
  ➡️ Field to detail what should be done.
* **Task Type** 🔖\
  ➡️ Example: *“Call”*\
  ➡️ Categorizes the task (call, meeting, follow-up, etc.).
* **Priority** 🚦\
  ➡️ Example: *“High”*\
  ➡️ Defines the urgency of the task.
* **Due Date (in days)** ⏳\
  ➡️ Example: *“2 days after the automation is triggered”*\
  ➡️ Helps keep deadlines clear.
* **Participants** 👥\
  ➡️ Example: *“Sales Team”*\
  ➡️ People who will collaborate on the task.
* **Observers** 👀\
  ➡️ Example: *“Sales Manager”*\
  ➡️ People who only follow along, but cannot edit.
* **Departments** 🏢\
  ➡️ Example: *“Finance”*\
  ➡️ Department users can view, but not modify, the task.
* **Attachments** 📎\
  ➡️ Example: *“Proposal sent in PDF”*\
  ➡️ Files that help in carrying out the activity.

{% embed url="<https://youtu.be/nuZSj7Y660o>" %}

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### ▶️ Run the Automation

* Click on **“Play”** to start.
* To create the automation **directly in the Pipeline**, go to **“Pipeline Automations”** and click on **“+ New Automation”**.

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### ✅ Conclusion

With this setup, you ensure that your **Opportunities** always have tasks created automatically 🎯.\
This brings **organization, agility, and efficiency** to the monitoring of your sales pipeline! 🚀