Whether you're using one of our preset automations, or building your own from scratch, custom if/then rules can act as triggers to bring your workflow to life.
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Selecting Pre-Made Automations
We've provided several automation templates out of box to either set as is or customize to your needs to get your workflow working for you as quickly as possible.
Create your first automation by selecting the lightening icon next to the project tile and selecting the + Add Automations action.
In this example, we'll be using the When a task is moved then Set due date template.
We've edited the default automation template to make the task's deadline 3 days from now whenever it enters a new Status as part of our editing workflow. This automation was named Content Pipeline Deadline.
Building Custom Automation Rules
Don't see a template that first your needs? Build your own automation!
Below are the automation options. Be sure to visit the in-app automations builder to see full scope of parameters around every action:
CREATED
When a task is created in [status(es)] by [user parameter(s)], then...
assign the task
add a subtask
set start date
set due date
add tag
subscribe
post a message
MOVED
When a task is moved to [status] by [user parameter(s)], then...
assign the task
add a subtask
unassign the task
set start date
set due date
add tag
remove tag
subscribe
unsubscribe
complete
archive
post a message
COMPLETED
When a task is completed by [user parameter(s)], then...
Un-assign the task
remove tag
unsubscribe
archive
post a message
OVERDUE
When a task is Overdue by certain date, then...
assign the task
add a subtask
unassign the task
set start date
set due date
add tag
remove tag
subscribe
unsubscribe
complete
archive
post a message
REMINDER
When a task is reminded on a certain date, then...
assign the task
add a subtask
unassign the task
set start date
set due date
add tag
remove tag
subscribe
unsubscribe
complete
archive
post a message
Creating a Multi-Step Automation
Your automations can have multiple actions occur based on a single trigger. Once you've indicated the first action, click on the + Add another action button to extend the power of your automation.
Once you've built out the subsequent actions, be sure to save your automation.
Editing and Managing Automations
Access the lightening icon to enable or disable automations. You can edit the automation with the pencil icon on hover.
Note: Pricing and limitations for automations is yet to be determined and will be announced soon.
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