REVSET LABS · EXPERT GUIDE·Marketing & Campaigns
How to Create Automated Task Events in GoHighLevel Workflows
1,005 words·4 min read·Updated 28 April 2026·beginner· Quick Answer
To create an automated task event in GoHighLevel, navigate to Automation → Workflows. Add a new action and select 'Create Task' under the CRM section, then configure its details. This process typically takes 3-5 minutes to complete.
Key Takeaways
- ✓Automate internal team assignments to ensure timely follow-up and action on leads or customers.
- ✓Utilize clear, detailed task titles and descriptions, potentially using custom values, to provide full context to assignees.
- ✓Strategically assign tasks to specific team members, roles, or leave them unassigned for team visibility.
- ✓Set dynamic due dates based on workflow event times to ensure tasks align with your sales or service processes.
- ✓Save and publish your workflow immediately after configuration to activate the automated task creation.
What Are Task Events in GoHighLevel Workflows?
Task events in GoHighLevel workflows allow you to automatically create and assign tasks to your team members. These tasks serve as reminders or action items, ensuring crucial follow-ups, internal processes, or lead management steps are never missed. By integrating task creation directly into your automated workflows, you streamline operations and improve team efficiency.
While older terminology might refer to 'Campaigns,' GoHighLevel now primarily uses 'Workflows' for comprehensive automation. This guide focuses on creating task events within these powerful workflow automations to keep your team organized and your processes running smoothly.
🔥 Pro Tip
Use task events to standardize internal processes, such as 'Follow Up on Hot Lead' or 'Prepare Client Onboarding Docs.' This ensures consistency across your team and prevents important steps from being overlooked.
How Do You Access GoHighLevel Workflows?
The first step to automating task creation is to navigate to the Workflows section within your GoHighLevel account. Here, you can create new automation sequences or modify existing ones to include task events.
1
Log In to GoHighLevel — Access your GoHighLevel account using your credentials. Ensure you have the necessary permissions to create or edit workflows.
2
Navigate to Automation — From the left-hand main menu, click on Automation. This will open the Workflows dashboard.
3
Open Workflows — On the Automation page, click on Workflows at the top. This displays all your existing workflows.
4
Create or Select a Workflow — Click the + Create new Workflow button to start a new automation from scratch, or select an existing workflow to edit it.
🔥 Pro Tip
Starting with a blank workflow gives you full control, but GoHighLevel also offers helpful templates to kickstart common automation scenarios.
How Do You Add a 'Create Task' Action?
Once inside the workflow builder, you need to add the specific action that tells GoHighLevel to create a task. This action is found within the CRM category.
1
Add a Workflow Action — Click on the + icon (Add new workflow action) at the point in your workflow where you want the task to be created. This opens the action menu.
2
Select CRM Category — From the list of action categories on the left, click on CRM. This filters the available actions to those related to contact management.
3
Choose 'Create Task' — Under the CRM actions, locate and click on Create Task. This adds the task creation block to your workflow and opens its configuration panel.
🔥 Pro Tip
Consider the timing of your task event carefully. Place it after any necessary delays or conditions, such as after a lead opts in or completes a specific form.
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Configuring the task details is crucial for clarity and effective assignment. You will define the task's purpose, who it's for, and when it's due.
1
Enter Task Title — In the Title field, type a clear and concise name for the task. This title should immediately tell the assignee what the task is about, for example, 'Call New Lead' or 'Review Onboarding Docs'.
2
Add Task Description — Use the Description field to provide all necessary context and instructions. Include details like the contact's name, their specific needs, or links to relevant information. You can use custom values here to automatically pull contact information.
3
Choose Assignee Type — Select how the task will be assigned. Click the dropdown next to Assignee Type to choose from the following options:
* Specific User: Assigns the task to a particular team member every time.
* Custom Value: Assigns the task based on a custom field value, useful for dynamic assignment.
* Unassigned: The task appears in the 'Unassigned' section for any team member to pick up.
4
Select Assigned To (if applicable) — If you chose 'Specific User' as the Assignee Type, a new Assigned To dropdown will appear. Select the specific team member's name from this list. If you chose 'Custom Value,' specify the custom field that holds the assignee's user ID.
5
Set Due Date — Define when the task should be completed. Click the dropdown next to Due Date and choose from these options:
* Custom Time: Set a precise date and time for the task to be due.
* Event Time: Make the task due relative to when the workflow step itself triggers (e.g., 1 day after this action).
* Specific Date: Pick a fixed calendar date for the task's due date.
6
Add Reminder (Optional) — If you want the assignee to receive a notification before the task is due, check the Add Reminder box. Then, specify how long before the due date the reminder should be sent (e.g., '1 Hour Before').
7
Save the Action — After configuring all task details, click the Save action button at the bottom of the configuration panel. This saves the 'Create Task' block within your workflow.
🔥 Pro Tip
Leverage custom values like `{{contact.first_name}}` or `{{contact.email}}` in your task descriptions. This automatically populates contact-specific data, making tasks highly personalized and actionable for your team.
How Do You Save and Publish Your Workflow?
After adding and configuring your 'Create Task' action, you must save and publish your workflow to make it active. Until published, the workflow and its task creation events will not run.
1
Save Workflow Progress — Click the Save button located in the top right corner of the workflow builder. This saves your changes but does not yet activate the workflow.
2
Set Workflow Status to Active — Toggle the workflow status from Draft to Active using the switch near the top right, next to the 'Save' button. This enables the workflow to start processing contacts.
3
Publish Workflow — Click Save again after setting the status to Active. This finalizes your changes and publishes the workflow, making your automated task events live.
⚠️ Ensure your workflow has a clear trigger defined. Without a trigger (e.g., 'Contact Created,' 'Form Submitted'), your workflow will never start, and tasks will not be created.
🔥 Pro Tip
Always test your workflow with a dummy contact after publishing to ensure the task event triggers correctly and all configurations are as expected.
Troubleshooting Common Issues
⚠️ The task is not appearing in the assigned user's task list.
Check if the workflow status is 'Active'. If it's 'Draft', the workflow will not run. Also, verify that the workflow's trigger is firing correctly for the contacts you expect.
⚠️ The task is assigned to the wrong team member or is unassigned unexpectedly.
Review the 'Assignee Type' and 'Assigned To' fields within the 'Create Task' action. Ensure you selected the correct 'Specific User' or that your 'Custom Value' field is populated correctly on the contact record.
⚠️ The task's due date is incorrect or not what I intended.
Revisit the 'Due Date' settings in the task action. If using 'Event Time', ensure the offset (e.g., '1 day after') is configured as desired. If using 'Custom Time' or 'Specific Date', confirm the date and time are accurate.
⚠️ The task description is missing information or custom values are not populating.
Verify that the custom value fields you are using (e.g., `{{contact.first_name}}`) exist on the contact record and are populated with data. Ensure there are no typos in the custom value syntax.
⚠️ The task is created, but it's triggering at the wrong point in the workflow.
Drag and drop the 'Create Task' action within the workflow builder to its correct logical position. Ensure it's placed after any preceding actions or conditions it depends on.
Common Mistakes to Avoid
- →Forgetting to switch the workflow status from 'Draft' to 'Active' after making changes, preventing task creation.
- →Incorrectly configuring the 'Assignee Type' or 'Assigned To' fields, leading to tasks being misdirected or unassigned.
- →Providing vague or insufficient task titles and descriptions, making it difficult for team members to understand the task's purpose.
- →Setting unrealistic or incorrect due dates, causing tasks to be overdue immediately or too far in the future to be actionable.
- →Placing the 'Create Task' action too early or too late in the workflow, disrupting the intended process flow.
Frequently Asked Questions
QWhat is the primary benefit of creating task events in GoHighLevel workflows?
The primary benefit is automating internal operational tasks. This ensures consistent follow-up, improves team accountability, and streamlines your business processes without manual intervention. It reduces the chance of tasks being forgotten, leading to more efficient lead management and client servicing.
QCan I assign a task event directly to a contact in GoHighLevel?
No, task events in GoHighLevel are designed for internal team assignments. They are created to prompt your team members to take action related to a contact. You cannot directly assign a task to a contact; instead, tasks are assigned to users within your GoHighLevel account or left unassigned for team visibility.
QHow do I make a task due a specific number of days after a workflow event occurs?
When configuring the 'Create Task' action, select 'Event Time' for the 'Due Date' setting. Then, you can specify an offset, such as '1 Day After' or '3 Days After' the workflow step triggers. This ensures the task's due date dynamically adjusts based on when the contact enters that specific workflow step.
QIs it possible to include dynamic information from the contact record in my task description?
Yes, you can use custom values (also known as merge tags) in the task description field. For example, typing `{{contact.first_name}}` will automatically insert the contact's first name into the task description when it's created. This allows for highly personalized and informative tasks for your team.
QWhat happens if I set the 'Assignee Type' to 'Unassigned'?
If you set the 'Assignee Type' to 'Unassigned', the task will appear in the general 'Unassigned Tasks' section within GoHighLevel. Any team member with appropriate permissions can then view and claim this task. This is useful for tasks that don't require a specific individual but need to be completed by someone on the team.
Try GoHighLevel Free
Start your 30-day GoHighLevel free trial
Everything in this guide is in your free trial. 30 days, no credit card — the platform behind 78+ revenue systems.
Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.
Arsalan Zaffar
Revset Labs · Revenue Systems · 78+ GHL Builds
Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.
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