With Rocketlane, you can easily create automations within templates. These automations are then seamlessly integrated into projects that inherit the template. You can set these up for tasks, phases, or forms on a template, saving you the time and effort of setting them up individually for every project.
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To view the list of triggers, conditions and actions, continue reading here.
To create automations,
Go to Templates and select Project templates
Select a project template for which you want to add automations
Click on any task, phase or form you want to add an automation to. This will be the starting point for your automation.
Click on the Automations tab
Click the Add automations button
From the slider, select Blank slate and start creating the automation workflow
Let’s consider an example of automation to go over the setup process:
Example: Automatically set the status of the project as “completed” when the final phase of the project is complete.
Choose the right trigger, condition and action.
Note: Automations triggered on phases can have both phase actions and project actions. This is a classic example, where a condition set on a phase, executes an action on a project.
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
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
Tip: You can save these automations under saved automations and re-use on demand.