When establishing workflows, you face a choice between applying the workflow universally to all projects or tailoring it for particular projects. Workflows that are applicable across all projects can be configured as global automations. On the other hand, workflows designed for specific project types can be established as templates from which these specialized projects are created.
In this article
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Setting up global automations
To set up global automations:
- Navigate to your avatar and click Settings.
- Scroll down to the Advanced section.
- Select Automations.
- Select the New automation button.
- Click Blank slate.
Creating an automation rule
Follow the steps below to create an automation rule.
Name the rule: Add a clear name for the automation rule so it is easy to identify later.
Trigger this rule on: Select the type of trigger that should fire the rule. The automation rule can be triggered on a project, phase, or task.
Choose a trigger: Based on the type of trigger you choose, the list of available triggers will appear on the right. Choose the required trigger from the list.
Action block 1: An action block consists of conditions and actions.
Add condition: Click to add conditions. In the pop-up, choose the matching condition as All or Any.
Next, add one or more condition filters and click Save.
Add an action: To add an action, click the button and specify what the system should do based on the rule. This can include updating project status and fields, including any custom fields you may have created.
Rearrange and delete actions
- You can rearrange actions inside an action block using the sort icon.
- Click the cross mark to delete any action.
Working with action blocks
Action block 2: You can have more than one action block set up for an automation rule and use one rule to perform a set of actions if the predefined conditions are met.
Under More actions:
- Click the three dots near the action block.
- Choose to duplicate and edit an action block.
- Click Delete to delete an action block.
