How do I enable task assignment automation for a task?

Updated 9 months ago by Jennifer B.

  1. Click Custom Tasks in your Tasks menu.
  2. Select the task you want to enable for automation.
  3. Click Delivery.
  4. If the task requires additional information, select that information from the drop-down menus.
  5. Click the switch for the trigger you want to enable.
  6. Click SAVE.

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