Create Task
Module · Stable
Create a task and optionally link it to a contact, company, or deal.
Creates a task in the task tracker. Priority: low | normal | high | urgent. Link it to a contact, company, or deal via entity_type (contact | company | deal) + entity_id. assigned_to accepts an actor ID. Newly created tasks always start with status ‘todo’.
When to use
Section titled “When to use”Use when an upstream step has produced a contact_id, company_id, or deal_id and you need to attach a follow-up action — e.g. after Create Deal yields a deal_id, create a “Send proposal” task linked to that deal. The output task_id flows into Update Task, Complete Task, or List Tasks downstream.
When not to use
Section titled “When not to use”If the task already exists and you only need to change its fields, use Update Task. To mark an existing task done in one step, use Complete Task. For structured compliance controls on a record, use Launch checklist or the Satisfy check / Waive check tiles instead.
Inputs
Section titled “Inputs”Configured per use: title, body, priority, deadline_at, assigned_to, entity_type, entity_id, created_by.
Outputs
Section titled “Outputs”Auto-generated from the skill registry (load_skills()). Do not edit by hand.