Move Task

Move each new task to another hub automatically.

Move Task moves the task that started the automation to another hub. Use it to route tasks to the right region, department or workflow stage the moment they are created.

Available for: On Task Created only.

Required permission:

• View automation
• Create automation

Automation detail

1. Hub: required. The hub the task is moved to.

How it works

1. A task of the automation’s task type is created.
2. The rules, if any, are checked.
3. The task is moved to the chosen hub straight away. Its old hub is replaced; the task is moved, not copied.
4. The task now shows in the destination hub’s task list, and only users with access to that hub can see and manage it.

• The destination hub must be active.
• If the task was already assigned, the assignment stays only when the assignee has access to the destination hub.

Examples

Scenario	Task Type	Hub	Rule
Regional distribution	Delivery	Jakarta Hub	Customer Address contains “Jakarta”
Department routing	Service Request	Technical Support Hub	Service Type = Technical
Next workflow stage	Quality Inspection	QA Hub	Requires Check = Yes
Central processing	any task type	Central Hub	none; one automation per task type

Good practice

• Combine Move Task with rules so only the right tasks move.
• Make sure the people who work on moved tasks have access to the destination hub.
• Avoid automations that move tasks back and forth between hubs.
• Test with a sample task and check the log.

Troubleshooting

The task isn’t moved.

• Check that the automation is Active, its task type matches the task, and the rules don’t exclude it.
• Check that the destination hub still exists and is active.

The task disappeared after the automation ran. It was moved to a hub you don’t have access to, or the Task page’s hub filter hides that hub.