Update Task

Update Task changes fields of the task that started the automation. Use it to fill in or correct values as soon as a task is created: set a fixed value, or copy one field into another. Available for: On Task Created only.

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Automation detail

1. Task Data: every field of the automation’s own task type. For each field you want to change, type a fixed value or click the search icon to copy a field, exactly as in Create Task.

Only the fields you fill in are changed. Fields left empty keep the value the task already has.

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Examples

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Troubleshooting

Fields don’t change. Check that the automation is Active, its task type matches, the rules don’t exclude the task, and the field has a value in Task Data. Then look at the log.