Node: Create Task

Automatically creates a task during flow execution.

Overview

The Create Task node allows you to automate task creation in the Tasks module, automatically linking them to the current customer and conversation. Ideal for standardizing processes and ensuring no important action is forgotten.

Settings

Available Fields

Field	Required	Description
Project	Yes	Project where the task will be created
Stage	Yes	Initial stage of the task in Kanban
Title	Yes	Task title (supports variables)
Description	No	Detailed description (supports variables)
Priority	No	Low, Medium, or High
Status	No	Pending, In Progress, Completed, or Cancelled
Due Date	No	Deadline in hours after creation
Assignee	No	Project member responsible
Checklist	No	List of verification items

Project

Select the project where the task will be created. Only organization projects are listed.

Stage

After selecting the project, choose the initial Kanban stage where the task will appear.

Title

Set the task title. Supports variables for dynamic personalization:

Support - {{customer.name}}

Description

Add task details. Supports variables:

Customer: {{customer.name}}
Phone: {{customer.phone}}
Reported issue: {{input.issue}}

Priority

Value	Description
Low	Routine tasks
Medium	Normal tasks (default)
High	Urgent tasks

Status

Value	Description
Pending	Awaiting start (default)
In Progress	Ongoing
Completed	Finished
Cancelled	Cancelled

Due Date

Set the deadline in hours after task creation:

Example	Description
24	1 day
48	2 days
72	3 days
168	1 week

Assignee

Select a project member to be responsible for the task. The assignee will be notified when the task is created.

Checklist

Add verification items that must be completed. Each item supports variables:

- Analyze reported issue
- Contact customer {{customer.name}}
- Check service history
- Resolve issue
- Follow up with customer

Using Variables

Text fields (title, description, and checklist) support flow variables:

Customer Variables

{{customer.name}} - Customer name
{{customer.phone}} - Phone
{{customer.email}} - Email
{{customer.cpf}} - CPF (if registered)

Input Variables

{{input.variable_name}} - Value captured by an Input node

Custom Variables

{{defined_variable}} - Variable defined in the flow

Connections

Handle	Position	Description
Input	Left	Receives connection from previous node
Output	Right	Continues after creating the task

Automatic Data

The node automatically links to the task:

• Customer - Customer from the current service
• Conversation - Chat/conversation where the flow is running
• Organization - Flow organization

Usage Examples

Technical Support

Create task when customer reports an issue:

[Input] → Describe the problem
[Create Task] → Project: Technical Support
                Stage: Triage
                Title: Support - {{customer.name}}
                Description: {{input.issue}}
                Priority: High
                Due Date: 24 hours
                Checklist:
                  - Analyze issue
                  - Resolve
                  - Follow up with customer

Follow-up Scheduling

Create follow-up task:

[Text] → We'll contact you soon!
[Create Task] → Project: Sales
                Stage: Follow-up
                Title: Follow up - {{customer.name}}
                Description: Customer showed interest in {{input.product}}
                Priority: Medium
                Due Date: 48 hours
                Assignee: John Smith

Lead Qualification

Create task when qualifying lead:

[Condition] → If interest = "high"
[Create Task] → Project: Sales
                Stage: Hot Leads
                Title: Qualified Lead - {{customer.name}}
                Priority: High
                Due Date: 24 hours
                Checklist:
                  - Send proposal
                  - Schedule meeting
                  - Negotiate values

Service Request

[Input] → What service do you need?
[Input] → What's the urgency? (low/medium/high)
[Create Task] → Project: Services
                Stage: New Requests
                Title: {{input.service}} - {{customer.name}}
                Priority: {{input.urgency}}
                Due Date: 72 hours

Best Practices

Descriptive Titles

Use titles that quickly identify the task content, including the customer name.

Standardized Checklists

Create checklists that ensure all process steps are followed.

Realistic Deadlines

Set deadlines that allow proper task execution without creating unnecessary urgency.

Defined Assignees

Whenever possible, set an assignee to prevent tasks from being ownerless.

Contextual Variables

Use variables to create personalized tasks with information collected during service.

Restrictions

Attention

• Project and stage are required
• Title is required and must have at least 3 characters
• The task is only created if the flow executes successfully up to this node

Next Steps

• Node: Update Customer
• Node: Private Note
• Node: Close Attendance