Landslide is web-based customer relationship management (CRM) software for small and mid-sized businesses. This action lets you create a new task. To achieve this, add this action to your canvas, and configure it. Select the appropriate connection for landslide. If you haven’t created any connection, select ‘Add New’ to create one.
In the ‘Task Name’ field, enter a suitable name for the task. If the task is linked to any entity, such as account or lead, then specify its ID in the ‘Associated entity’s unique Landslide ID’ field. Similarly, enter the associated contact or task type in the given fields. If the task is completed, set the status to ‘true’; else, set as false.
If you wish to assign the task to a user, enter the user’s id in ‘Assigned to user’ field. You can also set the tasks priority as High, Normal, etc. If a due date has been assigned to the task, enter date in ‘Due date’ in one of the following formats: ‘2014-10-06T13:22:17-08:00', '2014-10-06T13:22-07:00', '2014-10-06'.
You can optionally add a description, task completion notes, and completion date (if the task is completed). If you wish to add other details about the task, you can create your custom fields by clicking the ‘Add’ field under ‘Custom fields’. Once you enter the required details, click ‘Done’ and run the workflow. This will create a new task.
- Status object