Workflow Docs

Task

Create a Pingmee task with title, body, assignees, and status.

The Task action creates a workspace task with title, body, optional assignees, and status. Title and body support {{n}} variable placeholders like HTTP requests.

When to use

  • Agent follow-ups after a bot flow.
  • Internal work items tied to conversation context.
  • Handoff queues with assignee emails from your team list.

Configuration

FieldWhat it doesWhen to use
TitleTask title text + optional {{n}} bindingsShort summary
Add Variable (title)Inserts next placeholder index in titleDynamic titles
BodyLonger description (autosize textarea)Steps, context, links
Add Variable (body)Inserts placeholder in bodyPull fields from upstream nodes
Select AgentsMulti-select of workspace agents (by email)Assign ownership
Statusopen, standby (in progress), completed, or custom statuses from APISet initial state
DescriptionCanvas noteTeam documentation

For each {{n}} placeholder in the title or body, use the tree picker labeled Attach variable to parameter.

Agent and status lists load from the platform (spinner while loading; refresh on status section). If loading fails, the form shows Error fetching tags.

Flow behavior

  • Input: After data-producing nodes if you use variables.
  • Output: Single edge.
  • New Task nodes start with empty title and body until you fill them in.

Examples

Agent task after failed self-serve

  1. If / Else on “resolved” variable.
  2. False branch → Task with title Follow up {{1}}, body with conversation snippet, assign support agents, status open.

Completed checklist item

  1. Task → status completed when flow reaches success end.

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