Before You Start
● You need Administrator access to configure workflows.
● Your CRM administrator must run the one-time migration that enables this feature. ● Call Logs should ideally have a parent linked (Account / Contact / Lead / Staff).
How to Add a "Create Task" or "Create Event" Action 1. Go to Settings→CRM Settings→Automation→Workflow
2. Open an existing Call Log workflow or click New Workflow and set the Target Module to CallLogs.
3. In the Tasks section, click Add Task.
4. Select Create Task (or Create Event) from the action picker.
5. Fill in the form — see the field reference below.
6. Click Save.
3.1 Field Reference
Field | What to Enter |
Subject | Task/Event title. You can use $calllogs_parent_name to insert the linked record's name. |
Description | Body text. Tokens supported. |
Status | Initial status (e.g., Not Started, Planned). |
Priority | High / Medium / Low. |
Send Notification | Email the assignee when the task is created. Recommended: ON. |
Due Date / Start-End Time | When the task is due, or the event's scheduled time. Use Workflow Trigger Date + offset. |
Assigned To | Who is responsible — see Section 4. |
4. Assigning the Task — Special Options
When the workflow target is CallLogs, the Assigned To dropdown shows extra Special Options that resolve at runtime from the linked parent record:
Option | Resolves To |
Parent Record Owner | Owner of the linked Account / Contact / Lead / Staff |
Parent Record Sales Rep | Sales Rep field on the parent |
Parent Record Closing Agent | Closing Agent field on the parent |
Parent Record Assisting Team Member | Assisting Team Member field on the parent |
(any specific user) | A fixed user from the All Users list |
Tip: The system picks the parent in this order: Account → Contact → Lead → Staff. The first non-empty one wins.
5. Using the Parent Name Token
Insert the parent record's display name into the Subject or Description using:
$calllogs_parent_name
Example subjects:
● Follow-up call with $calllogs_parent_name
● Confirm next steps for $calllogs_parent_name
At runtime these become "Follow-up call with Acme Corp", etc.
6. Where the Created Tasks/Events Appear
● On the parent record's Activities ribbon (Account / Contact / Lead / Staff detail view).
● On the assignee's calendar.
● On the assignee's home dashboard ("My Tasks" / "Today's Activities").
Note: Tasks do NOT appear on the Call Log's own detail view — this is by design, so all interactions are visible together on the parent record.
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