Automate Project Tasks

Every project has small routines: when a task is finished, someone checks it; when a bug comes in, the lead hears about it. Project automations handle these for you with simple when and then rules, inside the project they belong to.

Before you start

Projects are on the Professional and Enterprise plans.

Add an automation

1. Open the project's automations

   In the project, open Automations and add a new one.

2. Choose when it runs

   Pick the trigger: a task's status changes (to any status or a particular one), a task is created, a task is assigned or a task is completed.

3. Choose what happens

   Pick the action:

   • change the task's status,
   • assign it to someone,
   • notify someone, such as the task's assignee, with your own message,
   • create a follow up task,
   • post a message in a chat channel.

4. Save it

   Save the rule. Switch it off at any time without deleting it.

Examples

• When a task moves to Ready for review, assign it to your reviewer.
• When a task is completed, post in the project channel so everyone knows.
• When a task is created, notify the project lead.

Add your own task fields

In the project's settings, open the custom fields and add the extra details your team tracks on tasks, such as Client or Environment. Drag them into order and switch off any you no longer use. They can be shown as columns on the sprint board.