Create Automated Tasks for the Operations Feed

The Operations Feed supports the creation of text-based tasks and tasks associated with a URL, including a record detail page.

Admins familiar with Flow Builder can extend the functionality of tasks by using screen flows and autolaunched flows. Tasks associated with screen flows are ideal when a user must provide or edit information through a form or a series of screens. Tasks associated with autolaunched flows are ideal for initiating processes that can be automated, such as checking and updating records and sending Wellness Check surveys based on a field value in records.

Note Paused screen flows aren’t supported in the Operations Feed.

Both admins and users can create tasks manually for the Operations Feed. To create tasks that call actionable URLs or flows, we recommend that admins configure an automated process.

1. Create Flows for Tasks in the Operations Feed
   Flows allow information to pass into and out from tasks in the Operations Feed. When a task begins, the input variables are passed into the flow. When the flow ends successfully, the Operations Feed displays the output variables.
2. Task Record Sharing in Workplace Command Center
   Share task records through a custom lookup location field.
3. Add Run Flows Permissions
   If you add flows to run in Operations Feed tasks, you must grant users the Run Flows permission to take action on a task that includes a flow. We recommend adding this permission only to the Workplace Admin and Workplace Operations Manager personas.