Automations that run on task triggers

Created by Monica Madan, Modified on Fri, 17 Nov 2023 at 11:05 AM by Monica Madan

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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

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.

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