Modify a an Automation Task

Modified on: 2014-11-05 09:48:41 -0600


A task represents a set of triggers and filters used to run one or more workflows. SharpSpring enables you to modify existing Automation tasks. 

​The following video will show you how to modify an Automation Task using SharpSpring. However, if you prefer, a written step-by-step guide is available below the video for your convenience. ​


Step-by-Step Guide to Modifying an Existing Automation Trigger 

Step 1:Click on "Automation" in the top navigation bar.

Step 2:Select "Tasks" in the drop down menu.

Step 3:Find the task that you want to modify.

Step 4:Scroll to the right side of the screen and click on the gray "Options" box. This should be directly across from the task name.

Step 5:Select "Edit" in the drop down menu.

Step 6:Now you can add or delete an existing triggers and filters. You have successfully modified an existing automation trigger!

 

 

You should now have a better understanding of how to modify an automation trigger using SharpSpring. As always, if you have any questions or concerns you can send an email to partnersupport@sharpspring.com.


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