Tasks are automations made for one-off actions, scheduled actions, or to be used in a workflow. They help you save time by automating repetitive processes without having to run them manually.
Create a task
From your dashboard, go to Automations, then click on Tasks.
Click the Create a task button.
You'll then get to the creation page, where you can set up your automation.
Task name (1) : Give your task a clear name so you can find it easily.
Trigger (2) : Pick the event that will launch your task.
Schedule the task (3) : You can launch it right away or schedule it for a specific date and time.
Filters (4) : To target specific groups of customers, use filters. You can narrow down the target by:
Contact method (5)
Sales batch (6)
Price (7)
Customer already has one of the emails (8)
Subscription invoices (9)
Start the task (10) : Once you’re done setting up, click this button and your automation will start.
Manage and cancel a task
Once it's created, you can track your task right from the main list.
Status: The Status column shows you your task's state: In Progress, Done or Canceled.
Actions: For a task that's In Progress, click the three dots in the Actions column, then pick Cancel to stop it.
View a task's details
To check out how your task is doing, just click its name in the list.
Overview: At the top of the page, you get a summary of executions, with the number of successful, failed, and pending tasks.
Execution history: This section gives you a detailed history of each execution, including the time and status. It's the perfect spot to check out any possible issues.
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