Common Automation Rules: Here are some examples of how you might want to use automation to improve your workflow.
Rule Type | Setup Image |
When the task or subtask has a status of X, then take an action (send a client email or record a date) | |
When a task/subtask is approaching a date, then take an action (send a client email or send a team member notification) | |
When the previous subtask has a status of X, then send a team member notification | * This automation rule is only available on Subtasks. |
When a specific subtask has a status of X, then update task/subtask status to X |