---
title: "Create/Edit Workflow Actions"
url: "https://help.psarev.io/en/article/create-edit-workflow-actions"
language: "en"
last_updated: "2026-06-02T14:25:45.218Z"
---

# Create/Edit Workflow Actions

Workflow actions are reusable templates that define a single unit of work to be completed as part of a flow, such as calling a customer, scheduling an on-site visit, or sending a follow-up. Actions are created once in the Action Library and can be added to as many flows as needed. When a flow is assigned to a ticket and a phase is launched, the actions in that phase are automatically created as tasks on the ticket based on the configuration defined here.

![](https://cdn-assets.productfruits.com/63438a56-8897-4ea0-9256-c26464aefac0)

Each field on the Create/Edit Action form is defined below.

| No. | **Label** | *Definition* |
| --- | --- | --- |
| 1 | **Type** | *Type of action. Currently, Task is the only available action type.* |
| 2 | **Name** | *Name of the action as it will appear in the Action Library and when building flows, for example, "Call the Customer" or "Follow Up with the Customer."* |
| 3 | **Description** | *Description of the action that provides additional context for the person completing it.* |
| ***Task Configuration*** |  |  |
| 4 | **Priority** | *Priority level assigned to the task when the action is triggered on a ticket.* |
| 5 | **Duration (Hours)** | *Estimated time allotted to complete the task. Sets the task's end date relative to its start date. Duration options include 1 hour, 4 hours, 1 day, 2 days, 1 week, and custom.* |
| 6 | **Assignment Strategy** | *Determines who the task is assigned to when the action is triggered. Assignment strategy options include Unassigned, Specific User, Specific Group, and Ticket Owner. NOTE: If you select the Specific User or Specific Group options, an additional field displays, allowing you to select the user/group.* |