• Kenneth Allen 1
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Hello, (first post so please excuse any formatting issues)

I have been stuck on this Trail for a while now, and its the first step I am having trouble with.
 https://trailhead.salesforce.com/trails/automate_business_processes/modules/workflow_migration/units/workflow_migration_actions

"Associated action: Creates a task for the account owner to follow up on the account. For the due date, use this formula: TODAY() + 7. You can delete the Priority and Status fields."

When it asks for this action, I tried to select new action, and then to create a new task.

My question is, do I need to define this rule outside of process builder, or can I do everything within process builder. How should I go about creating the associated action ?

Thanks,
Julian