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:
  • Select location:
    • Project — create the tasks as a new task list on the project.
    • Task list (optional) — create the tasks within an existing task list.
    • Task (optional) — create the tasks as subtasks of a specific task.
  • Trigger task — Create the tasks as subtasks of the trigger task.
📝 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:
  • Updated relative to the trigger date
  • Set to a specific date or no date
  • Mapped to the task's start or due date (or # days before or after start or end date)
  • Updated relative to the field's current date.
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