Within Teamwork, you can create automations to help streamline your processes in creating and managing tasks.

The automations feature provides a variety of trigger options you can use as the basis for your automations to initiate certain actions. Automations can also have multiple levels of criteria by setting additional conditions to the trigger.

Automation flow

 Trigger event  >  Additional condition(s)  (optional)  >  Action event 

 When this happens  >  and these conditions are true  >  perform this action 


Examples


Trigger
(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 triggers

For each automation, you can choose to apply it to one, multiple, or all projects. Certain triggers will have additional options to set refined criteria.

Trigger
Trigger options
Task is added
Project(s) to apply the trigger to.
Task's start date changes 
Project(s) to apply the trigger to.
Task's due date changes
Project(s) to apply the trigger to.
Task's priority changes
From: any | none | low | medium | high
To: any | none | low |medium | high
Comment added
Author - select one or multiple possible authors.

Project(s) to apply the trigger to.

Note: When using the comment added trigger, it is not possible to set additional trigger conditions.
Task tag added (to a task)
Tags: Select one or multiple tags.

Project(s) to apply the trigger to.
Task tag removed (from a task)
Tags: Select one or multiple tags. 

Project(s) to apply the trigger to.
Assignee added (to a task)
Assignee: Select one or multiple assignees or leave blank.

Projects(s) to apply the trigger to.
Assignee removed (from a task)
Assignee: Select one or multiple assignees or leave blank.

Project(s) to apply the trigger to.
Task's progress exceeds
Progress: Set a % as the trigger point.

Project(s) to apply the trigger to.
Task's estimated time exceeds
Hours & Minutes: Set a duration as the trigger point.

Project(s) to apply the trigger to.
Task's logged time / estimated time
Logged time exceeds task's estimated by a custom duration

or

Reaches a custom % of the task's estimated time

Projects(s) to apply the trigger to.
Time logged (to a task)
Project(s) to apply the trigger to.
Task is completed
Project(s) to apply the trigger to.
Task's start date arrives
At a specific time on the start date

or

At a specific time a custom # days/weeks before or after the task's start date

Project(s) to apply the trigger to.
Task's due date arrives
At a specific time on the start date

or

At a specific time a custom # days/weeks before or after the task's due date.

Project(s) to apply the trigger to.


Trigger conditions

When creating an automation, you can optionally set additional conditions by which the automation needs to qualify in order to successfully run and initiate the corresponding action.

Condition
Condition options
Assignee
Task assignee is any | all | not any | not all of the following specified people.

or 

Task assignee is set | not set.
Priority
Task priority is any | not any of the following priority level(s).

or

Task priority is set | not set.
Tag
Task tag(s) is any | all| not any | not all of the following specified tags.

or

Task tag is set | not set.
Progress
Task progress is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to the following specified percentage.

or

Task progress is set | not set.
Time estimate
Task time estimate is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to the following specified hours and minutes.

or

Task time estimate is set | not set.
Logged time
Task logged time is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to the following specified hours and minutes.

or

Task logged time is added | not added.
Follower
Task follower(s) is any | all | not any | not all of the following specified people.

or

Task follower(s) is set | not set.
Task list
Task's associated task list is any | not any of the following specified task lists.

Note: This condition can only be used when a single project is selected for the trigger.
Start date
Task start date is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to the following specified date.

or

Task start date is set | is not set | has passed | has not passed.
Due date
Task due date is equal to | not equal to | less than | greater than | less than or equal to | greater than or equal to the following specified date.

or

Task due date is set | is not set | has passed | has not passed.

For more information, see: Creating Automations