# CRM - Automation to create a task

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

***

### 📝 Create an Automation

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

2️⃣ **Go to the Automations section**

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

<figure><img src="/files/82c4165bf16bf1b208503a370b66f99597864023" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/31b3236bf8a361eaa8f0aa53fd00703bb145214d" alt=""><figcaption></figcaption></figure>

***

### ⚙️ Configure and Save

* **Title:**\
  ✍️ Example: *“Create a call task after status update”*\
  ➡️ Use a clear title to identify the automation.
* **Trigger:**\
  🔔 Example: *“A field of the opportunity 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="/files/7ce3c00e7978a70803444787e0cfaf582008e24b" alt=""><figcaption></figcaption></figure>

***

### 📋 Task Configuration

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

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

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

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

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

* **Task Title** 🏷\
  ➡️ Example: *“Call the client after sending the proposal”*\
  ➡️ It should be short and to the point.
* **Responsible party** 👤\
  ➡️ Example: *“The Opportunity owner”*\
  ➡️ Who will perform the task.
* **Description** 🖊\
  ➡️ Example: *“Reach out to confirm whether the client received and reviewed the proposal sent by email.”*\
  ➡️ Field to detail what should be done.
* **Task Type** 🔖\
  ➡️ Example: *“Call”*\
  ➡️ Classifies 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.
* **Watchers** 👀\
  ➡️ Example: *“Sales Manager”*\
  ➡️ People who only follow along, but cannot edit.
* **Departments** 🏢\
  ➡️ Example: *“Finance”*\
  ➡️ Department users can view, but not change the task.
* **Attachments** 📎\
  ➡️ Example: *“Proposal sent in PDF”*\
  ➡️ Files that help with executing the activity.

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

***

### ▶️ Run the Automation

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

***

### ✅ Conclusion

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


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/tasks/crm/crm-automation-to-create-a-task.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.