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Create Task Node

The Create Task node assigns a task to a human team member directly from a workflow. Use it to ensure that follow-up actions do not fall through the cracks after an AI-handled conversation.

Video Walkthrough

Watch: Deep Dive Into All Agent Workflow Nodes - 12:22–12:54

How It Works​

When the workflow reaches this node, it creates a task and assigns it to the specified team member. The task appears in that person's Tasks section, ready for action.

Configuration​

Task Title​

Task Name

Give the task a clear, descriptive title. You can include workflow variables to make it specific:

  • Follow up with [first_name] about [inquiry_topic]
  • Send proposal to [company_name]
  • Review voicemail from [phone_number]

Use the double-curly-brace variable syntax in the actual node configuration to insert dynamic values.

Due Date​

task due date

Set when the task should be completed:

  • Fixed date --- a specific calendar date.
  • Relative date --- a calculated deadline like "2 days from now" or "next Monday."

Relative dates are more common since they adapt to when the workflow runs.

Assignee​

Task Assignee

Choose which team member receives the task. Select from your team roster in the node settings.

Common Use Cases​

  • Post-call follow-up --- After a sales call, create a task for the rep to send a proposal.
  • Escalation --- When the AI cannot resolve an issue, create a task for a manager to review.
  • Document collection --- Remind a team member to request specific documents from a contact.

Next Steps​