A Task step creates a task inside Flip, assigning something actionable to a person, rather than just sending them a message. The flow user won’t see anything in the flow itself. Tasks can be assigned to the current flow user or another user selected during the flow.

Adding a Task step

1. Add a Task step to your flow (+ tool bar or in the flow)
2. Set to whom it's assigned (e.g. {{keyword.user.first_name}} for the flow user, or someone looked up via Get User).
3. Write what the task says, referencing data collected earlier in the flow if needed.

Splitting a checklist into separate tasks

1. If you have a checklist of several items, add a separate Task step for each one, rather than bundling everything into a single task. This lets each item be completed and tracked independently.

Related articles: Get User, Loop