Thank you for responding Cathal.
It triggers after I upload a list from a trade show that is added to the smart list referenced. I think for that reason it doesn't matter if it's past or future as Marketo only has access to the info after I upload it. (or am I missing something?)
I think the problem lies with the tokens in my task creation step. I very little experience with tokens.
CampaignSource:{my.campaign}}, Notes:{lead.Telemarketing Lead Note}},NumberofITEmployees:{{lead.Number of IT Employees}},SatisfiedwithCurrentImplementation:{{lead.TV_Satisfied}},Need_VA:{{lead.VA Interest},Roadmap?:{{lead.Has Roadmap}}