Workflow that creates a note and another task to follow up

💬 General Discussion
1

I’m able to make a workflow that will leave a note (Called and left a message), but I would like it to also create a follow up task in a couple of days (Follow up with prospect). I can’t seem to get the create new task working.

I would also like the workflow send an email to the prospect that I tried to call

Lastly, since I’m asking, currently I have a checkbox and I have to click edit, then tick the checkbox, and then save to trigger the workflow. It would be great if I knew how to simply place a button in one of the field locations and push the button instead of the three steps I perform now - Edit, tick the checkbox, and save.

Thanks!

2

I’m able to make a workflow that will leave a note (Called and left a message), but I would like it to also create a follow up task in a couple of days (Follow up with prospect). I can’t seem to get the create new task working.

I would also like the workflow send an email to the prospect that I tried to call

Lastly, since I’m asking, currently I have a checkbox and I have to click edit, then tick the checkbox, and then save to trigger the workflow. It would be great if I knew how to simply place a button in one of the field locations and push the button instead of the three steps I perform now - Edit, tick the checkbox, and save.

Thanks!