Feature
overview
| What | Automation conditions define
additional criteria that must
be met for an automation to
run after a trigger event
occurs. |
|---|---|
| Why |
|
| 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. |
β Swipe to
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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% | Add
comment |
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.
|
| Follower | Apply the
automation to
tasks with specific
followers. Options
|
| 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.
|
| Tag | Apply the
automation to
tasks matching any,
all,
or no tags. This
applies
to site-level tags
only. Options
|
| 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 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.
|
| Time estimate | Apply the
automation to
tasks based on whether
they have estimated
time
set. Options
|
| Logged time | Apply the
automation to
tasks based on whether
they have time logged
against
them. Options
|
| Start date | Apply the
automation to
tasks based on their
start
date. Conditions
|
| Due date | Apply the
automation to
tasks based on their
due
date. Conditions
|
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. |
Desk-related
conditions
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. |