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 any existing triggers and filters. You have successfully modified an existing automation trigger!