Available with limits on all Teamwork.com plans. See Usage limits for more information.
Feature overview
What
Automation conditions define additional criteria that must be met for an automation to run after a trigger event occurs.
Why
  • Refine when automations apply.
  • Target tasks more precisely based on their current values and state.
  • Reduce unwanted automation runs.
Who
Users creating automations can add conditions to narrow the tasks an automation affects.
When
Use conditions when a trigger alone is too broad and you need extra criteria before actions run.
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Automation flow: Trigger β†’ Conditions (optional) β†’ Actions
When something happens, and optional criteria are met, an action is performed.
Automations are made up of triggers, optional conditions, and actions. See Supported triggers, Supported conditions, and Supported actions.

Automation examples

(when this happens)
Condition(s)
(and these conditions are true)
(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%
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Automation conditions

When creating an automation, you can optionally set additional conditions to further refine the criteria the automation needs to meet before it runs and performs the corresponding actions.

People conditions

Condition
Condition purpose & options
Assignee
Apply the automation to tasks based on their assignees.

Options
Task assignee is set | not set.
  • Task assignee is any | all | not any | not all of the following specified people.
  • Task assignee is set | not set.
Follower
Apply the automation to tasks with specific followers.

Options
  • Task follower(s) is any | all | not any | not all of the specified people.
  • Task follower(s) is set | not set.
Created by
Apply the automation to tasks based on their creator.

Conditions
Task created by is equal to | not equal to.

Task metadata conditions

Condition
Condition purpose & options
Priority
Apply the automation to tasks based on their current priority level.

Options
Task priority is set | not set.
  • Task priority is any | not any of the following priority level(s).
  • Task priority is set | not set.
Tag
Apply the automation to tasks matching any, all, or no tags. This applies to site-level tags only.

Options
  • Task tag(s) is any | all | not any | not all of the following specified tags.
  • Task tag is set | not set.
Task list
Apply the automation to tasks within a specific task list.

Conditions
Task's associated task list is any | not any of the specified task lists.
This condition can only be used when a single project is selected for the trigger.
Board column
Apply the automation to tasks based on their associated board column.

Conditions
  • Task's board column is any of | not any of.
  • Task's board column is set | is not set.
Task name
Apply the automation to tasks based on task name.

Conditions
Task's name contains one or multiple terms or phrases.
Task description
Apply the automation to tasks based on their description.

Conditions
Task's description contains one or multiple terms or phrases.
Project name
Apply the automation to tasks based on their associated project.

Conditions
Task's associated project's name contains one or multiple terms or phrases.
Task list name
Apply the automation to tasks based on their associated task list.

Conditions
Task's associated project's name contains one or multiple terms or phrases.
Custom field
Apply the automation to tasks based on their associated custom fields.

Conditions
Choose a custom field and associated value.

Date and time conditions

Condition
Condition purpose & options
Progress
Apply the automation to tasks currently at a certain percentage of completion.

Options
Task progress is set | not set.
  • Task progress is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified percentage.
  • Task progress is set | not set.
Time estimate
Apply the automation to tasks based on whether they have estimated time set.

Options
  • Task time estimate is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified number of hours and minutes.
  • Task time estimate is set | not set.
Logged time
Apply the automation to tasks based on whether they have time logged against them.

Options
  • Task logged time is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified number of hours and minutes.
  • Task logged time is added | not added.
Start date
Apply the automation to tasks based on their start date.

Conditions
  • Task start date is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified date.
  • Task start date is set | is not set | has passed | has not passed.
Due date
Apply the automation to tasks based on their due date.

Conditions
  • Task due date is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to a specified date.
  • Task due date is set | is not set | has passed | has not passed.

Task state and structure conditions

Condition
Condition purpose & options
Is blocked
Apply the automation to tasks based on whether the tasks are blocked (aka have active dependencies).

Conditions
Task is blocked: True | False.
Is subtask
Apply the automation only to subtasks or only to top-level tasks (aka not subtasks).

Conditions
Task is subtask: True | False.
Has reminders
Apply the automation to tasks based on whether the tasks have active reminders.

Conditions
Task has reminders: True | False.

Use Desk-related conditions to refine automations based on whether tasks are linked to Teamwork Desk tickets.

Condition
Condition purpose & options
Has Desk tickets
Apply the automation to tasks based on whether the tasks have associated Desk tickets.

Conditions
Task has Desk tickets: True | False.