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Patient Copilot Help Center

Workflow Action - Add Task

Overview The Add Task action allows you to create a new task with a defined due date that will be assigned to a specific user. This is particularly useful for ensuring team members are aware of tasks that need their attention. ## Action Name Add Task ## Action Description This action creates a task within the system, assigns it to a user, and defines a due date by which the task must be completed. You can specify task titles, assign users, set descriptions, and establish deadlines, ensuring task management is easy to organize. ## Action Details!(https://assets.patientcopilot.ai/7e3c14aa2601811c.png) ### How to configure: 1. Action Name: Give the action a clear name (for example, “Add Task - Follow Up”). 2. Title: Enter the task title. 3. Description: Add task details using rich text (formatting is preserved when the task is saved and displayed). 4. Assign To: Select the user who should receive the task. 5. Due In: Enter a number and select a time unit (days, weeks, months, or years). 6. Due Time (optional): Select a specific time of day. 7. Skip Weekends (optional): Enable to skip weekends when calculating the due date. 8. Due Date Preview: Review the live preview to confirm the evaluated due date/time.
Field NameDescriptionMandatory
TitleTitle of the task to help users identify it.Yes
DescriptionDetailed description of the task, providing context and guidance to the assigned user.No
Assign ToSelect the user to whom the task will be assigned from the available list of users.Yes
Due InSet the deadline for the task (e.g., in 1 day, 2 days, 5 days, or “Now” for immediate tasks).Yes
Due Time
Optional time of day for the due date.
No
Exclude Weekends
Skips weekends when calculating the due date.
No
## Example Let’s say you want to assign a task to a team member, John, to follow up with a lead. You can configure the action as follows: - Action Name: Add Task

  • Title: Follow-up with Lead XYZ
  • Description: Call Lead XYZ and check on the progress of their onboarding process.
  • Assign To: John Doe
  • Due In: 2 Weeks - Due Time (optional): 10:30 AM - Exclude Weekends (optional): Enabled ### The assignee will receive the task, and the due date/time will match the preview shown in the action. Was this article helpful? That’s Great! Thank you for your feedback Sorry! We couldn’t be helpful Thank you for your feedback Feedback sent We appreciate your effort and will try to fix the article