When this happens, do that.
Pick a trigger, add conditions, choose what happens. Rules run on their own, and every run is logged.
Urgent returnsWhen Task is created then Set assignee
Rules that do the repetitive part.
Triggers
Start a rule when a task is created, a status or priority changes, an assignee is added, a due date arrives, a field changes, a comment is posted, a file is uploaded, a tag is added or a button is clicked.
Conditions
Narrow a rule to the right tasks: priority is Critical, a client field is set, nobody is assigned. Match all the conditions or any of them, and let the rule reach subtasks too.
Actions
Change status, priority or assignees, set fields and dates, add tags or followers, apply a template, create a follow-up task or subtask, post a comment, send an email or call a webhook.
Email from your own address
Connect your team's mailbox and automation emails come from your address. Replies land in your inbox, and the email fills in the task's details for you.
Also included
Ready-made recipes
Start from a common pattern instead of a blank rule.
Auto assign and follow
Put chosen people on every new task in a List, from one button.
Rules flow down
A rule on a Space runs on every List inside it, new ones too.
Run history
See every run, what set it off and any error, and run it again.
Pause without deleting
Switch a rule off while you work something out.
Duplicate a rule
Copy a rule to make a variant of it.
Common questions
Do new rules run on existing tasks?
No. A rule is live from the moment you save it, for work that happens after that.
How do I see what a rule did?
Open the Activity tab in the Automations manager. Each run shows what triggered it, who set it off and whether it worked, and the task's own history names the rule that changed it.
Can a rule apply to a whole Space?
Yes. A rule on a Space runs on every List inside it, now and in future. A rule on a List runs only there.
Can a rule email customers?
Yes. Send an email from your connected mailbox, with the task's details filled in, and add a Reply-to so answers reach your team.
Automate
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