How to Add Task Events and Reminders to Sparkforge Campaigns

Task events let you bake internal action items directly into a campaign. When a contact reaches a specific step — an opt-in, a missed booking, an unanswered text — a task lands on the assigned team member's list with a name, due date, priority, and notes. Task reminder triggers go the other direction: they kick off automations based on what your team does (or doesn't do) with those tasks.

Add a task event to a campaign step

Inside the campaign builder, add a Task event step. Configure:

• Task name — short, action-oriented ("Call back lead").
• Due date — relative to the campaign step or a fixed date.
• Priority — low, medium, high.
• Assignee — a specific staff member, the contact's assigned user, or a round-robin.
• Notes — context the assignee needs to act.

Set up a task reminder trigger

Task reminder triggers fire on task lifecycle events: completed, assigned, overdue, status changed. Use them to chain follow-up actions — send a thank-you email when a task is marked complete, escalate to a manager when one goes overdue, or update a CRM field when status flips.

When to use each

• Task event: you want to assign work mid-campaign. ("Call this lead 24 hours after they book.")
• Task reminder trigger: you want automation to react to how the team handles tasks. ("If a task is overdue by 1 day, send the manager an SMS.")