---
title: "Workflow: Create a Task When Card Enters a Specific Status in Ontraccr"
url: "https://help.ontraccr.com/en/article/workflow-create-a-task-when-card-enters-a-specific-status-in-ontraccr"
language: "en"
last_updated: "2025-05-27T10:25:29.004Z"
---

# Workflow: Create a Task When Card Enters a Specific Status in Ontraccr

## **✅ Workflow: Create a Task When Card Enters a Specific Status in Ontraccr**  
 

### **Overview**

This automation creates a **task** on a card **whenever it moves into a specific status (column)**. It’s used to enforce structured follow-ups, trigger required actions, or assign work automatically based on progress in your workflow.

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## **🎯 When to Use This Workflow**

Use this when:

-   You want to **automatically trigger to-do items** at specific workflow stages
-   You want to **assign work** based on card movement (e.g., “Apply for Permit”)
-   You need structured checklists in place as cards progress
-   You want tasks to follow consistent **due dates, assignments, or reminders**

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## **🧩 How to Set It Up**

1.  Open the board where this should apply.
2.  Go to **Settings > Workflows**.
3.  Click the ➕ **Add button**.
4.  Set up the automation as follows:

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### 🔧 Setup Fields

| Field | Description |
| --- | --- |
| **Name** | Label it (e.g., “Create task when card hits ‘Ready for Review’”) |
| **Type** | Select: **Create a task when card enters a specific status** |
| **Status** | Choose the status that will trigger the task |
| **Task Setup** | Create the task inline or select from a task template |

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### 📝 Task Details to Configure

When creating the task manually, define:

| Field | Purpose |
| --- | --- |
| **Task Title** | Required — what should the task be called (e.g., “Submit for Permit”) |
| **Description** | Optional — any task notes or context |
| **Assigned User** | Choose a specific user, or use **Auto-assign from Card User** (recommended) |
| **Due Date Logic** | Set due date as X days after card enters the status, or based on a date field (e.g., “Bid Due Date”) |
| **Reminders** | Configure who gets reminders and when (e.g., 2 days before due) |
| **Priority** | Set urgency (Lowest → Highest) |
| **Status** | Typically starts as “To Do” |
| **Attach Form (Optional)** | Attach a specific form to be filled out with this task |

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## **✅ Example Use Case**

-   When a project card moves to **“Permit Required”**, a task called **“Submit City Permit Application”** is automatically created
-   It is:
    -   Assigned to the **project coordinator** from the card
    -   Due **3 business days later**
    -   Includes a linked form to submit directly
    -   Sends reminders to coordinator and PM

This ensures no manual follow-up is needed — the process kicks off immediately.

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## **🧠 Tips & Edge Cases**

-   The **Auto-assign from Card User** option is great for flexible routing
-   You can create **recurring tasks**, though it’s mostly used for inspections
-   If your board has a **Form Requirement**, attach it to the task so it’s accessible from My Tasks or the card
-   Task appears in both the **card’s Task tab** and in the **user’s My Tasks dashboard**