Task rules translate selected signal conditions into work. Review the scope, timing and task type before enabling a response that can create tasks automatically.
A released rule can create real work. Validate the scope, task ownership and outreach permissions before increasing coverage.
Before you start
You need administration access and relevant source data. Task types can be Draft and hidden from new work; review their availability in Settings → Task types.
Review source analysis and task creation separately in Terrain → Signals.
Review and validate a task rule
Open Terrain → Signals → Configuration and find Creates new tasks.
Open Edit task rules or the relevant rule controls.
Review the source condition, target task type and timing. Complete every condition used to narrow the rule.
Check that the task type and required playbook are available, and that ownership and channels are ready.
Save or release the intended configuration using the product controls. Review an actual created task to check its scope, owner and source context.
Check the result
The released rule creates the intended task for a matching condition, and the task points back to the right business context. A saved draft or a projected count is not proof that task creation ran.
Control the volume of work
Start with a narrow condition you can inspect. Check how many records match, which dates drive timing and whether existing work already covers the issue.
A task count is not a price quote. One task can contain several billable units, and phone usage is separate. Review spending controls as well as rule scope.
Pause deliberately
Read the effect of the rule’s live or paused state. Stopping new task creation does not by itself settle tasks that already exist or cancel work started through other channels.
If something does not look right
What you see | What to check |
No task appears | Check rule state, task type, source condition, timing and existing related work. |
Too much work appears | Narrow the rule’s conditions and inspect representative source records before re-enabling it. |
Where are the old Triggers instructions?
Where are the old Triggers instructions?
Use the current Terrain → Signals configuration and task-type controls. Older guides may refer to a previous navigation structure.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.