Create a Custom Automation

Modified on Thu, 25 May 2023 at 05:27 PM

A project, essentially, is a sequence of tasks, and automations ease up on the transition between each of these tasks.

Maybe you’re a manager who doesn't want to tap anyone on the shoulder to remind them of a due date. Instead, an automation can do this for you.  

Automations can also function as a handoff. When one step is complete, the next user receives the notification that it’s time to get started.

Click on Workflows in the left side panel.

Make sure you're in the Board view.

Click on Automations.

Click Create automation.

Set the IF Conditions.

Set the DO Actions.

Toggle the setting to mark it active/inactive or apply it to existing tasks. 

Click Create.

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