Setting up Global automations

Created by Monica Madan, Modified on Mon, 25 Sep 2023 at 04:43 PM by Monica Madan

  • Plan Availability
  • Essential
  • Standard
  • Premium
  • Enterprise

When establishing workflows, you face a choice between applying the workflow universally to all projects or tailoring it for particular projects. Workflows that are applicable across all projects can be configured as global automations. On the other hand, workflows designed for specific project types can be established as templates from which these specialized projects are created.

Short on time to read? watch video here.

Now, to set up global automations,

  • Navigate to your avatar and click on settings

  • Scroll down to the Advanced section

  • Select Automations

  • Select the New automation button

  • Click on Blank slate

A step-by-step guide to setup to create an automation rule

Name the rule

Trigger this rule on: Select the type of trigger to fire the rule. It can be a project, phase or task that this automation rule should be triggered on.

Choose a trigger: Based on the type of trigger you choose, the list of triggers will appear to the right. Choose from the list.

Action block 1: An action block consists of conditions and actions. 

Add condition: Click to add conditions and in the pop-up, choose the matching condition as “ALL” or ANY.” 

Next, Add one or more condition filters and click save.

Add an action: To add an action, simply click the button and specify what the system should do based on the rule. This can include updating project status and fields, including any custom fields you may have created.

Note: You can add more than one action that needs to be performed by the rule.

Rearrange and delete actions

  • You can re-arrange actions inside an action block using the sort icon
  • Click on the cross mark to delete any action

Action block 2: You can have more than one action block set up for an automation rule and use one rule to perform a set of actions if the predefined conditions are met.

1. It's important to note that the execution of action blocks is typically linear, meaning that each action block is processed one after the other.
2. If any action block encounters errors or exceptions, it might affect the subsequent blocks. 

Under More actions:

  • Click on the three dots near the action block
  • Choose to duplicate and edit an action block
  • Click delete to delete an action block

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Contact our support team

Have more questions? Paid users can log in and email or chat with us.

Start your free trial