You can setup task triggers on a template level that can be used by projects using the specific templates by clicking on tasks inside the templates or globally for all tasks across projects.
Task triggers look out for events happening within tasks like status/assignee updated, due date changes to kick-start the automations.
List of triggers and sample workflows
- Status updated
- Assignee updated
- Field is updated
- Task approval response received
- CSAT submitted
- A new message on the task
- Task becomes overdue
- Due date changed
- Task deleted
Status updated
When a milestone task is completed, email the billing team to raise an invoice and send project updates to project members.
Assignee updated
When the assignee is updated, if the start date is empty, then update it to the date when assignee got updated.
Field is updated
When the task effort is less than 1h, then update the value as one 1h 30m
Task approval response received
Action block 1:When a task is approved, like go-live sign-off, email the customer on the next steps and send a new message on the task chat.
Action block 2: When change is requested, send message on chat
CSAT submitted
Action block 1: When a CSAT is submitted with a rating less than 3, send an email to project owner.
Action block 2: When a CSAT is submitted with a rating greater than 4, send appreciation on slack
A new message on the task
When a customer sends a new message on Slack, then send a canned response to the customer that you will get back to them in an hour.
Task becomes overdue
When task becomes overdue, by 3 days and is at rick, then notify project owner
Due date changed
When dude date is postponed by 3 days, send message on chat nudging team member for the reason
Task deleted
When a task is deleted, then notify the project owner.
