This functionality enables users to reduce management effort by applying rules to task creation, task completion and due dates. Currently available from the Business Plan and above.
Pre-set options:
When due date is approaching then move task.
When due date is approaching then add assignee.
When due date is approaching then add followers.
When task added to the project then add followers.
When task status completed then move the task.
How to enable Automations:
1 - When you are inside a project, click on the drop-down next to the “Customize” tab to go to the “Automations” page.
2 - Click on the Create automation button.
3 - These rules are preset by design and cannot be amended or customized by users.
4 - Once automation(s) are added, it will be applied accordingly for the selected project ONLY.
NOTE:
ONLY project creators and admins can create, activate/deactivate and edit automations.
If automation rules are created, they are only applied to a SINGLE project.
How to disable Automations:
1 - From the same “Automations” page, there is a switch aligned with each automation rule to turn it on/off, which all members can manage.
2 - The project admins can edit or remove it completely by clicking the 3-dot next to the switch.
Notifications:
- Any automation being activated in a project will trigger notifications.
- All project members can check the Project Activity Log & Task Activity Log of the project to see what automations have been created and applied.
