Workflows & automation
Tasks made by workflows
Have a workflow give someone a task — the order's sales rep, the dispatchers, the managers, a whole department or one person — with a title, a due time and a kind.
- 2 min read
- Checked against MoveBoard
- For owners & admins
A workflow can hand someone a job to do: call about the piano, check a big move, collect a payment. The task lands in their Tasks like any other.
Add a task step
- Open the workflow's Do card and press Add a step › Create a task.
- Type the title — What to do — e.g. Call about the piano.
- Choose for whom.
- Choose when it's due: now, or in 15 minutes up to 1 week.
- Choose the Kind of task: Call, Email, Collect payment or Other.
Who can get it
| Choice | Who gets the task |
|---|---|
| The order's sales rep | The salesperson assigned to the order |
| The dispatchers | Everyone in the Dispatcher position, as one shared task |
| Every manager | Everyone in the Manager position, as one shared task |
| Everyone in Sales / Everyone in Customer service / Everyone in Finance | That department, as one shared task |
| A person by name | Just them |
A shared task is one task for the group: when one person completes it, it's done for everyone.
What the task looks like
- The title you typed, the kind and the due time.
- Linked to the order, so it opens from the task.
- A note: Made by the workflow "…". so everyone knows where it came from.
When there's nobody to give it to
If the order has no sales rep, or nobody is in the position, the step is skipped and the log says nobody is the sales rep on this order (or the dispatchers, and so on). Assign the order, or choose someone else.
Related guides
- Workflows & automationDo: the steps a workflow takesEvery step a workflow can take — emails, texts, the deposit and inventory links, documents to sign, tasks, a note to a teammate, a status change, a flag, a sales rep — and what each one checks before it acts.
- Workflows & automationSet up a Workflow (the piano example)Build a When · Wait · Only if · Do rule — here, a task to confirm the piano whenever an order with a piano is booked — and try it on an order before it ever runs.
- OrdersTasks on an orderAdd a reminder to call, email or collect a payment, filed under the order — for yourself or a colleague.
- Leads & salesFollow up on leadsKeep every lead moving with tasks and reminders, the Follow Up status, and automatic follow-up messages.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.