Automation Manager helps Business users reduce repeated task-management work.
Trigger examples
- Task created.
- Task status changed.
- Priority changed.
- Start date or due date changed.
- Start date or due date is today.
- Task inactive for a set number of days.
- Task custom field value changed.
Action examples
- Change task status or priority.
- Add a comment.
- Add a timer.
- Set followers or assignees.
- Add a reminder.
- Set a custom field.
- Add or remove tags.
- Change the due date.
Testing approach
- Start with one simple automation.
- Test it on sample tasks first.
- Use clear automation names so staff understand what will happen.
- Review automation results before using them across important projects.
Good to know: Automation should remove repeated admin work, not hide process problems.