> 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-tasks-based-on-custom-fields.md).

# CRM - Automation to create tasks based on Custom Fields

In this article you will learn how to create automatic tasks based on information stored in custom fields.\
\
Imagine that you imported opportunities with a date field filled in, and you want to create tasks based on this date. This approach not only saves time by eliminating the need for manual updates, but also ensures that tasks are generated based on relevant, contextual information.

Check out the step-by-step:

{% embed url="<https://youtu.be/Ah_Nv784gg0>" %}


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