How to Manage Automation Rules

Open Automations and select New Rule. Start with an inactive rule while checking its configuration.

Configure a Rule

• Name: Enter up to 150 characters. The description is optional and can be cleared.
• Trigger: Choose an entity and a created, updated, status changed or deleted event. Elapsed-time triggers are not available in this form.
• Conditions: All conditions must match. Choose a field, comparison and value, or leave conditions empty to match every event of the selected type.
• Actions: Add at least one complete Send Notification, Send Email, Create Task or Log Activity action. Rows can be added and removed before saving.
• Create Task: Enter the task name in the message field for that action. The triggering record must be a project or belong to an available project in this workspace. New tasks start in To Do.
• Send Email: Enter a valid recipient address, subject and message. An inactive rule does not send messages.

Manage and Review

Use Edit to change settings or switch Active and Inactive. The detail page shows saved conditions, actions, run count and execution history. Processing happens in the background, so execution may not be immediate. A failed execution can include actions that completed before the failure. Delete rules you no longer need.