Bring the lightening to your workflow with Nifty automations! Whether you're using one of our preset automations, or building your own from scratch, task actions can act as triggers to bring your workflow to life.

Implementing a Premade Automation

We've given you a bunch of automation templates 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.

Once the automation is Updated, we can see it in action!

Building a Custom Automation

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

  • set start date

  • set due date

  • add tag

  • subscribe

  • post a message

MOVED

When a task is moved to [status(es)] by [user parameter(s)], then...

  • assign the task

  • 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...

  • Unassign the task

  • remove tag

  • unsubscribe

  • archive

  • post a message

Editing and Managing Automations

Access the lightening icon to enable or disable automations. You can edit the automation with the pencil icon on hover.

Automation Usage Limits

Automation limits and pricing will be announced soon.

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