Click on Settings in the sidebar then click on “Auto Tasks”

Click on the

icon in the bottom right hand corner to create a new automated task

Choose the task type (you can also click there to add new task types)

Choose the action that will trigger the task

If you choose “Membership Renewing” it will enable the option to have a task be created after a membership expires

Choose the time for the task to be created

Immediately - the task will be created once the chosen action occurs

After - the task will be created according to the time frame you choose

Instances where you can choose multiple triggers for an automated task:

Membership renewal + new member creation + conversion of a lead

Creating a lead + changing lead status

Renew membership

This will be created when the time comes to renew a membership, when you create a new member or when a lead is converted to a member

Call a lead

Creating an automated task when a lead is created

To be executed immediately