Creating an automation

To create an automation in your project:

• Click the Automations button located in the top-right corner of your project.

• In the Automations dialog, choose from:
  • A pre-made automation, or
  • Create your own by clicking Create custom automation.

Setting up an automation

On the Add automation page, you'll need to configure two main components:

• Trigger - The event that will start the automation (e.g., when a task is moved to a certain status).
• Action - What happens when the automation is triggered (e.g., add a comment, assign a user).

Some triggers also support filters, allowing you to define specific conditions for when the automation should run. This lets you create powerful, targeted workflows.

Once your trigger and actions are set up, click Create to save your automation.

Who can create an automation?

Only users with the following permissions can create automations:

• Full-access
• Can edit