Create

The Create Task operation allows adding a new task to the system, ensuring all necessary information is correctly registered.

🎯 What does this operation do?

This operation creates a new task within a workspace, allowing the filling in of information such as:

✅ Task name ✅ Detailed description ✅ Task type (call, meeting, email, etc.) ✅ Responsible user ✅ Start and end date ✅ Association with people, cards, organizations and services ✅ Task checklist

📂 How to Configure the "Create" Operation

1️⃣ Access the Component In Hablla Studio, open the automation flow where you want to create a task.

2️⃣ Add the "Tasks" Block In the right side panel, select the operation Create.

3️⃣ Choose How to Specify the Body You can specify the task data Using Fields or Using JSON.

🔹 Specify Body: Using Fields

If the option Using Fields is selected, the following fields can be filled in:

Field	Type	Required	Description
Task Name	string	✅ Yes	Name or title of the task being created.
About	string	✅ Yes	Detailed information about the task.
Description	string	✅ Yes	Detailed description of the task.
Task Type	string (enum)	✅ Yes	Specifies the type of task, such as call, meeting, email, etc.
Start Date	datetime	✅ Yes	Start date and time of the task.
Finish Date	datetime	✅ Yes	Expected date and time for task completion.
Responsible User	string	❌ No	ID of the user responsible for carrying out the task.
Associated Person ID	string	❌ No	ID of the person related to the task.
Organization ID	string	❌ No	ID of the organization related to the task.
Associated Card ID	string	❌ No	ID of the card to which the task is linked.
Sector	string	❌ No	Sector or department related to the task.
Checklist	array	❌ No	List of items to be checked or completed within the task. Each item in the array must follow the structure: { "item": "Item description" }.

✅ After filling in the fields, click Save to complete the configuration.

Call task for in 20 minutes lasting 20 minutes

🔹 Specify Body: Using JSON

If the option Using JSON is selected, use the following format to send the task data:

{
  "name": "Meeting with client",
  "description": "Discuss commercial proposal and align next steps.",
  "about": "This task is part of the sales pipeline.",
  "type": "meet",
  "color": "blue",
  "user": "idUser",
  "start_date": "2025-03-04T10:00:00Z",
  "finish_date": "2025-03-04T11:00:00Z",
  "person": "idPerson",
  "card": "idCard",
  "service": "idService",
  "organization": "idOrganization",
  "sector": "idSector",
  "checklist": [
    {
      "name": "Prepare presentation",
      "done": false,
      "order": 1
    },
    {
      "name": "Confirm client's availability",
      "done": true,
      "order": 2
    }
  ]
}

🔍 ID Format

The fields person, card, service, organization, sector and user must contain IDs in the following format:

674f6ee3debc8828cde11e3b

To make reading easier, the placeholders were used in the example above idPerson, idCard, idService, idOrganization, idSector and idUser.

✅ After inserting the JSON correctly, click Save to complete the configuration.

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📌 Usage Example in an Automation Flow

🎯 Scenario: Automatically create a task for a new sales opportunity.

1️⃣ Block 1 → Capture a new lead via form. 2️⃣ Block 2 → Create a new task in the CRM for follow-up. 3️⃣ Block 3 → Set the user responsible for the task.

🚀 Result: Whenever a new lead is captured, a task will be automatically created for follow-up.

🎉 Conclusion

The operation Create Task in Hablla Studio allows you to organize and automate the management of activities within the system. You can choose between configuring the fields manually or using a JSON custom for greater flexibility.

If you need more support, contact our team! 🚀