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Add an Automation Rule to a Subtask
1. Navigate to the parent task's workspace in Canopy.
Click Work on the global navigation bar.
Choose Tasks List from the secondary navigation menu.
Click on a Task name to navigate to that task's workspace.
2. Under the Work tab, expand the subtask for which you want to add an automation role.
If you don't have a subtask, you'll need to click the Add a subtask button to add one. For help creating a subtask, reference our Create a Task article.
3. Click the Add automation button on the expanded subtask.
4. Select a Condition using the provided dropdown menu.
Once you select a condition, additional specification options will appear.
Conditions refer to the triggering event. If Canopy recognizes that a specified condition has been met, then it will trigger the selected action automatically.
Condition Option | Description |
When the task has status of | Canopy will trigger the defined action once the task status updates to a specified status |
When the subtask has status of | Canopy will trigger the defined action when the selected subtask's status updates to a specified status |
When a specific subtask or client request has a status of | Canopy will trigger the defined action once a selected subtask or client request updates to a specified status |
When the previous subtask or client request has status of | Canopy will trigger the defined action when the subtask above the selected subtask updates to a specified status |
When all previous subtasks have status of | Canopy will trigger the defined action when all subtasks above the selected subtask update to a specified status |
When all previous client requests have status of | Canopy will trigger the defined action when all of the client requests above the selected subtask update to a specified status |
When all previous subtasks and client requests have status of | Canopy will trigger the defined action when all of the client requests and subtasks above the selected subtask update to a specified status. |
When the task is approaching a date | Canopy will trigger the defined action on a specified number of days before a selected date type related to the task |
When the task reaches a date | Canopy will trigger the defined action on a specified date type related to the task |
When the task is past a date | related to the task |
When the subtask is approaching a date | Canopy will trigger the defined action on a specified number of days before a selected date type related to the subtask |
When the subtask reaches a date | Canopy will trigger the defined action on a specified date type related to the subtask |
When the subtask is past a date | Canopy will trigger the defined action on a specified number of days after a selected date type related to the subtask |
4. Complete all of the selected condition's specification options.
This information can include selecting Date Types, Statuses, Specific Subtasks, Specific Client Requests, or specifying the number of days.
5. Select an Action to automate using the provided dropdown menu.
Action Option | Description |
then record the date | Canopy will set the selected Date Type to the day the action is executed |
then set assignee(s) | Canopy will change the subtask's assignee(s) to those specified in the automation rule |
then set the subtask status | Canopy will change the subtask's status to the status specified in the automation rule |
then send a client email | Canopy will send an email to the specified client using the specified email template |
then send team member notification | Canopy will notify the specified team member according to their notification preferences |
then create a task | Canopy will create a task using the specified task template |
6. Complete all of the selected action's specification options.
This information can include selecting Date Types, Assignee(s), Statuses, Email Addresses, Team Members, or Templates.