Workflow-Created Tasks
Sometimes tasks aren't triggered by a customer email or created manually — they're created automatically by a workflow your team has set up. For example, a workflow might automatically assign a follow-up email task to an AR user when an invoice becomes overdue.
Here's what happens when that workflow fires:
The workflow creates a task and assigns it to the selected user
The task appears in that user's queue with a single action already set up
The user reviews the task instruction, makes any changes, and executes
Once the action is marked as completed, the workflow automatically continues to its next step - depending on your setting.
A Few Things Worth Knowing
The action is pre-determined. Unlike tasks triggered by inbound emails, workflow tasks always come with exactly one action, and the type is fixed by the workflow itself
You'll see the workflow name in the timeline. Instead of showing who created the task, the timeline shows the name of the workflow that triggered it.
Completing the task keeps things moving. Marking the action as completed also unblocks the next step in the workflow automatically — unless "wait for task completion" is set to ON.
To filter for tasks created by a workflow, apply the dynamic filter "Created by Automation" = TRUE in your task list view.
