Within Teamwork, you can use actions when
creating automations to help streamline
your
processes
in creating and managing tasks.
An action is what happens when an
automation is triggered, allowing you to
automate updates to tasks on your
projects. You can choose one or multiple
supported actions (of the same type or
different types) to be performed when the
associated trigger event occurs.
Note: Each action is counted
towards your automations usage. Up to six
actions can be set per automation on
Grow/Premium subscriptions and above.
Deliver/Pro subscriptions and below can set
one action per automation.
Automation
flow
Trigger
event >
Additional
condition(s)
(optional)
>
Action
event
When
this happens >
and
these
conditions are
true >
perform
this
action
Examples
(when
this
happens) | Condition(s) (and these conditions are true) | Action (perform
this
action) |
---|---|---|
Task's start
date
arrives | Task priority
is set to
high | Notify task
assignees |
Task is
completed | none
set | Move task to Done column |
Task's due
date
arrives | Task progress
is set to
90% | Add
comment |
Supported
actions
You can set one or multiple actions on
each trigger you create. The available
actions will
differ depending on the
trigger you are using.
Notes
- Automations do not run on private
tasks.
- Actions
relating to notifying users or
adding/changing assignees require the
selected user(s) to be a member of the
chosen project(s).
Action (do this) | Description | Supported triggers (when this happens to a task) |
---|---|---|
Notify people | Notify via email: - Selected
users - Task
assignees - Task
followers An
additional checkbox option
allows you to skip notifying
the notification recipient if
they
triggered the
automation. | Task added Start
date changes Due
date changes Priority
changes Board column
changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Task completed Start date
arrives Due date arrives |
Send HTTP request | Connect automations with any app
by sending HTTP requests to a
specified URL. | Task added Start
date changes Due date
changes Priority
changes Board column
changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Task completed Start date
arrives Due date arrives |
Add comment | Add a comment to a task. | Task added Start
date changes Due date
changes Priority
changes Board column changes Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Task completed Start date
arrives Due date arrives |
Change assignees | Change the
assignee(s) on a task: Options: - Add specific
assignees. - Remove
specific assignees or remove
all existing. - Reassign the
task. Note: If
the chosen assignee does not
have access to the task, the
action will be skipped. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Start date
arrives Due date arrives |
Move to task list | Move a task to
another task
list. Options: - Select a
project (the current project
or another). - Choose an
existing active task list on
that project. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Task completed Start date
arrives Due date arrives |
Copy to task list | Copy a task to
another task
list. Options: - Select a
project (the current project
or another). - Choose an
existing active task list on
that project. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time logged Task completed Start date
arrives Due date arrives |
Move to board column | Move a task to a
specific board
column. Options: - Select a
project (the current project
or another). - Choose an
existing board column on that
project. | Task added Start
date changes Due date
changes Priority
changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Add task | Create a new task. | Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Add subtask | Create a
subtask. - Parent task:
Can be a specific task on a
project or the trigger
task. - Subtask
properties:
- Name
- Description
- Start/end dates
- Priority
- Tags
- Assignee
- Followers Note: If
the chosen assignees/followers
do not have access to the
task, the action will be
skipped. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Change priority | Change a task's priority. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Change tags | Change the tags
applied to a task. Options: - Add specific
tags. - Remove
specific tags or remove all
existing. - Replace the
existing tags with specific
tags. Choose from
project and site level
tags. Note: Project
specific tags will only be
displayed when a single
project is selected for the
trigger and will only include
tags specific to that
project. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Log time | Log a specific
amount of time on a
task. Options: - Set hours
and minutes - Mark as
billable - Time log
assignee -
Description - Tag the time
log | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Change estimated time | Set, increase, or decrease the
amount of estimated
time for a task. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Complete task | Complete a task. | Task's start date
changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Logged
time Start date
arrives Due date arrives |
Change followers | Change a task's
followers list. Options: - Add additional
followers. - Remove
specific followers or all
existing. - Replace
existing followers with
specific users. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Task completed Start date
arrives Due date arrives |
Change start date | Change a task's start
date. Options: - X days after
trigger date - On trigger
date - Choose
date - Start date
from trigger - Due date
from trigger - Remove
date Skip weekends can be
applied to all options except
choose date and remove
date. | Task added Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Change due date | Change a task's due
date. Options: - X days after
trigger date - On trigger
date - Choose
date - Start date
from trigger - Due date
from trigger - Remove
date Skip weekends
can be applied to all
options except choose date
and remove date. | Task added Start
date changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Change progress | Update the progress
percentage for the task. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Add tasks from template | Create new tasks on a project
using tasks from a task list
template. Options: Template: Select
an
existing task list
template to
use. Location: Choose where
the tasks will be
created:
📝 If a
template task's assignee or
follower will not have access to
the new task being created
(due to project permissions or
privacy), ,that person will be
skipped when the action
applies assignees and
followers. | Task added Start
date changes Due date
changes Priority
changes Board column changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
Set custom field | Update the
values of tasks' existing
custom fields. 💡
Date custom fields can
be:
Note: If
the specified field isn't
currently populated on the
task that triggers the
automation, the action is
skipped. | Task added Start
date changes Due date
changes Priority
changes Board column
changes Comment added Tag added Tag removed Assignee added Assignee removed Progress exceeds Estimated time
exceeds Logged time /
estimated time Time
logged Start date
arrives Due date arrives |
For more information, see: Create
Automations