Create a Task

Incident Tasks

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Availability

This workflow action is available on our Enterprise plan for Incident Management. Please contact our Sales Team to upgrade to an account with this action.

Description

Create and assign an Incident Task to a responder on an incident.

Instructions

  1. If you have not done so already, please follow our instructions to Create an Incident Workflow.
  2. When you are prompted to add actions , select this action.
  3. Enter the following Inputs and then click Save. Continue following instructions to Publish the Workflow. When the action runs, you will see the Outputs listed below.

Inputs

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Field References

Fields with the {+} icon accept Field References, which can be useful for referencing incident data or outputs created in prior workflow steps. To add Field References, click {+}, or enter {{, and select relevant fields. Please see our Field References article for more information.

NameDescription
Task nameEnter a name for the task
StatusThe status you would like the task to have when it is created. Select To Do, In Progress, Done, or Skipped from the dropdown.
AssigneeSelect a user from the dropdown. The task will be assigned to them when it is created.
DetailsEnter any additional details related to completing the task

Outputs

NameDescription
Task IDID of the newly created task.
ResultValue that shows if the action was successful or not. Either "Success" or "Failed"
Result SummaryBrief description of what the action did or if it failed.
ErrorBrief description that is populated if the action failed.