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Create a Standard Task in Agentforce Operations
Add a standard task to a blueprint stage to assign work to a person, team, role, or AI agent.
Required Editions
| License Required |
|---|
This feature is a workspace that’s external to your Salesforce org and requires an Agentforce Operations license. To purchase an Agentforce Operations license, contact your Salesforce account executive. |
| Role or Access Needed | |
|---|---|
| To create a blueprint from scratch, using AI, or by importing a .rex file in Agentforce Operations: | Admin role or Creator role |
To create a blueprint by importing a .docx file in Agentforce Operations: |
Admin role |
| To publish a blueprint in Agentforce Operations: | Admin role or Publisher role with View access for the blueprint |
| To edit a blueprint in Agentforce Operations: | Admin role, Creator role, or a user with Edit access for the blueprint |
Standard tasks are the most common task type in Agentforce Operations. Use them to collect information, route work to assignees, and move a workflow forward. You can assign standard tasks to internal users, external users, teams, roles, or AI agents.
- Create a blueprint or edit an existing blueprint.
- In the blueprint, in a stage, click + Task.
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Enter a task name.
Use a clear name that describes the work, such as Validate invoice pricing.
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For Start, select when to start the task.
- To start the task when the stage starts, select When the stage starts.
- To start the task after another task in the stage ends, select After another task ends. Then select the task to complete before this task starts.
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To start the task on a specific date, select On a specific date.
Then click
or enter numbers for month, day, and year.
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(Optional) For Due, configure a deadline for the task to finish by.
- To set no due date, leave the default configuration.
- To set a due date relative to when the task starts, select Time to complete. Then enter a number and select Hours, Days, or Minutes.
- To set a due date from a date field created by an upstream task, select From a field. Then select the date field.
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For Assigned to, select one or more assignees: users, teams, roles,
or AI agents.
To assign the task to someone who isn't in the workspace yet, enter their email address and click + Invite. See the Add a User Through a Task section in Add Users to Agentforce Operations.
- Optionally, add Cc recipients who need visibility but don't complete the task.
- Optionally, to automatically notify or reassign the task as the due date approaches or passes, add an Escalation.
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Optionally, add a Description with instructions or context for the
assignee.
To include a field value in the description, type @ followed by the field name. The field's value replaces the merge field when the workflow runs. These fields aren't supported as merge fields: Checkbox, signature, and requested information fields.
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Optionally, attach Documents for the assignee to reference.
Supported formats:
.pdf,.docx,.xlsx,.png, and.jpg. -
Optionally, in the Share information section, click +
Select field to select fields from earlier in the workflow to share their values
with the assignee.
When a task includes both shared fields and a form, the shared fields always appear in a separate section before the form.
Shared fields that are marked as editable in standard tasks can't be edited if they're used to auto-fill form fields.
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Optionally, under Request information, build a form to collect
information from the assignee when they complete the task.
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Click + Add section to add the first section.
You must add a section before you can add fields or other form items. All form data must exist inside sections.
- Name the section.
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Click + Add to add items to the section.
- Section: Add another section.
- Instruction text: Add text to guide the assignee.
- 2-column layout: Create a two-column layout for fields. Add any custom fields except Document, Signature, and Data Source type fields. You can't add instruction text to columns.
- Fields: Collect data from the assignee. Under the Fields section in the list of options, select fields to add.
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Add more sections, instructional text, 2-column layouts, and fields to build the
rest of the form.
Learn more about building forms in Build a Form to Request Information in Agentforce Operations.
- Optionally, configure smart rules to show, hide, or require form items based on conditions. Learn more in Configure Smart Rules in Forms in Agentforce Operations.
- Optionally, click Preview to see how the form looks to assignees at run time.
- Click Save and preview to save the form.
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Click + Add section to add the first section.
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Optionally, in the Advanced section, configure more options.
- Split the task: Create multiple at run time instances from one task definition based on a multi-value field. See Split a Task into Duplicate Tasks in Agentforce Operations.
- Save a copy of the submitted data as a PDF: Archive submitted task data as a PDF for auditing. See Save Task Data as a PDF in Agentforce Operations.
- Expire the task if it isn’t completed by the due date: Strictly enforce the deadline. When a task expires, late submissions aren’t accepted and any entered data is cleared. For information about how task expiration interacts with escalations, see What Happens When a Task Escalates in Agentforce Operations.
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Optionally, add Tags to classify the task.
Tags added here apply to this task only and don't affect the blueprint. Unlike tags on blueprints and workflows, tags on tasks don't affect filtering or views in Agentforce Operations.
- Click Add.
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