Automations

Eliminate busy work by defining logic rules that run in the background.

How It Works

An automation consists of a Trigger, optional Conditions, and an Action.

Triggers

Task Created: Runs when a new task is added.
Status Changed: E.g., moving from "In Progress" to "Done".
Due Date Arriving: Runs X days before due date.

Actions

Change Assignee: Route tasks to specific people.
Send Notification: Email or Slack alert.
Create Subtasks: Add a checklist automatically.
Archive Task: Clean up the board.

Debugging Automations

If an automation isn't firing, check the Run History tab in the automation builder.

Skipped: Conditions were not met (e.g., "Priority is not High").
Failed: Permission error (e.g., trying to assign to a user not in the team).