Within Teamwork.com, 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)
(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 have additional options to set refined criteria.

Note: Automations do not run on private tasks.

Trigger
Trigger options
Every day
Choose a day of the week and time.
Task added (any or via forms)
Project(s) to apply the trigger to.
Task completed
Project(s) to apply the trigger to.
Board column changes (task moves to a specific column)
Project to apply the trigger to.

Board column in the selected project.

Note: Only one project can be selected when using the board column trigger.
Task inactive
Task is inactive for X number of days or weeks.

Project(s) to apply the trigger to.
Due date arrives
At a specific time on the due 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.
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.
Due date changes
Project(s) to apply the trigger to.
Start date changes 
Project(s) to apply the trigger to.
Task name changes
Any change to the name

or

Change contains one or multiple specified text terms.

Project(s) to apply the trigger to.
Task description changes
Any change to the description

or

Change contains one or multiple specified text terms.

Project(s) to apply the trigger to.
Tag added (to a task)
Tags: Select one or multiple tags.

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

Project(s) to apply the trigger to.
Custom field changes
Choose a custom field and corresponding value.

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

Project(s) to apply the trigger to.
Logged time / estimated time
Task's 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.

Check the Billable checkbox to only trigger the automation when billable time is logged against a task.
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.
Progress exceeds
Progress: Set a % as the trigger point.

Project(s) to apply the trigger to.
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.
Priority changes
From: any | none | low | medium | high
To: any | none | low |medium | high
For more information, see: Automations - Supported Conditions