How tasks are created automatically

Overview

Which rules create which tasks.

This guide walks through the recommended workflow inside the Tasks area of PSA 360.

Key points

• Which rules create which tasks.
• Lives in the Tasks area of PSA 360.
• Every action is logged to the case timeline and audit log.

What to do next

Open the Tasks page from the left navigation to see this in context, or use the related articles below to dive deeper.