Editing Trigger an automation (section)

=== 2. With the "Add Task" Automation Action ===
This option is specifically for deal tasks:
1. Click on '''Automations''' to navigate to the Automations Overview page.
2. Click on '''Edit''' for the automation you wish to adjust.
3. Click the CRM option within the right Actions menu.
4. Drag the '''Add Task''' action to your desired position in the automation.
5. Fill out the '''Add Task''' modal with the necessary details, including:
   - Task title
   - Task description
   - Task type (e.g., Call, Email, Lunch, Meeting)
   - Assigned user (from the '''Assigned to''' dropdown)
   - Due date
   - The deal to which the task pertains
   - The pipeline the deal belongs to
   - Select the automation to trigger once the task is marked as complete using the '''Start''' dropdown, and choose the '''When''' option as '''Task is completed.'''
6. Click '''Save.'''