Automation rules
Automations do the routine updates for you. When a task is created or changes, or a due date comes close, a rule can set its status, priority, person, tags or dates, and send you a heads-up.
Automation01Open automations#
- Click your board's name at the top left and pick Board Settings.
- Open the Automation tab.
- Click + Add Automation and give the rule a name.
Rules save as you change them. Each one has its own on/off switch, and the copy and delete buttons beside it.
02Triggers#
| Task Created / Updated | Runs when a task is added or changed. |
| Due Date | Runs a set number of days Before Due or Past Due. |
| Schedule | Creates a task on a schedule. See Recurring tasks. |
03Scope#
Pick Board to cover every project, or one project to keep the rule to it.
04Conditions#
With no conditions, a rule runs on every task. Click Add Condition to narrow it by status, tags, assigned person, priority, whether it's a subtask, or who created it. All conditions must match.
Created By can tell where a task came from: made in Taskift, sent through a form, imported from a CSV, or made by another automation.
05What a rule can do#
- Update task: set the assigned person, priority, status or tags, or set the start or due date a number of days out.
- Send notification: for Due Date rules, an email and push notification to you with the task and its due date.
06See if it ran#
The bottom of each rule shows how many times it has run, or Has not run yet.