Table of contents
How to create a task in a campaign
This article will show you how to add tasks and reminders to your campaigns in Futuria CRM. These steps help you automate internal follow-ups, assigning actions to your team when a contact reaches specific stages of the campaign.
Tasks let you assign internal actions to your team at key moments of a contact’s journey. These tasks work as reminders or manual jobs to complete when a contact reaches a specific step of a campaign.
Use tasks to streamline internal operations, for example to remind a team member to get back to a lead, make a phone call or review an account. You can customise the task name, due date, priority, notes and assigned user directly in the campaign step.
How to set up a task reminder trigger
Task-based triggers let you start automations based on the actions carried out on the tasks themselves, such as completion, assignment or status changes.
This feature is useful when you want follow-up actions to happen automatically in response to how your team handles tasks.