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Add account to Task Manager

Add account to Task Manager activates Task Manager for the account in scope so tasks and projects can start generating. This action is available on account-scoped triggers.

How it works​

  1. The automation reaches the Add account to Task Manager step with an account in scope
  2. The step activates Task Manager for the account
  3. Product-based tasks and projects can now be created for the account
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Fulfillment, select Add account to Task Manager

This action has no configuration fields — it activates Task Manager for the account in scope.

Outputs​

This action produces no outputs available to downstream steps.