Edit Automations

Modified on Fri, 15 Sep 2023 at 05:28 PM

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Automations simplify workflows by notifying people of due dates, or that it’s time to begin their leg of a project. It removes the hassle of having to send someone a reminder. Sometimes those automations need to be updated to work better for your teams.

In the left side panel, locate and click on the "Workflows" option.


 Ensure that the workflow is set to the "Board" view.

Click on the "Automations" button.


A comprehensive list of automations for the Workflows will be displayed.

Hover your cursor over the automation and click on the "Edit" option.

Make the necessary changes.

Click on the "Save" button.

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