✔  Available on all subscriptions

What
Set up an automation (or automations) to automatically post messages in Teamwork Chat when a trigger event related to tasks occurs in Teamwork.com.
Why
  • Create automations for the exact task-based changes you want to know about. You decide what you see.
  • Stay in the loop as work progresses through critical steps.
  • Increase team agility thanks to real-time custom notifications.
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
  • You must be an active user on the Teamwork Chat account to create Teamwork Chat-related automations.
When
If you want to reduce manual work as much as possible by eliminating the need to check for updates...you'll just get them when you need them.
  • Example: Create an automation to send Chat messages when new tasks are created in the "Design Requests" list in your Content Marketing project.
  • Example: Create an automation to send Chat messages when tasks' priority, on any project, changes to High.
What
Set up an automation (or automations) to automatically post messages in Teamwork Chat when a trigger event related to tasks occurs in Teamwork.com.
Why
  • Create automations for the exact task-based changes you want to know about. You decide what you see.
  • Stay in the loop as work progresses through critical steps.
  • Increase team agility thanks to real-time custom notifications.
Who
  • Site admins, project admins, and standard users (all in the owner company) can set up automations in Teamwork.com.
  • You must be an active user on the Teamwork Chat account to create Teamwork Chat-related automations.
When
If you want to reduce manual work as much as possible by eliminating the need to check for updates...you'll just get them when you need them.
  • Example: Create an automation to send Chat messages when new tasks are created in then "Design Requests" in your Content Marketing project.
  • Example: Create an automation to send Chat messages when tasks' priority, on any project, changes to High.

Before you start

Teamwork Chat must be set up for your overall Teamwork.com site.

Create an automation

Initiate new messages to be posted in Teamwork Chat when specific task-related events happen in your projects.

  1. Switch to the List or Table view in any project.
  2. Click Automate at the top of the selected view to open the automation builder.

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  3. Click Custom automation.
           a. Alternatively, choose a pre-defined Chat template and skip to step 3.

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  4. Select a trigger event in the When section.
           a. Example trigger: Task's priority changes from Any to High.
  5. Choose Send Chat message to channel as the action type in the Then section.
  6. Select an existing Chat channel (one you are a member of) in which to post messages triggered by the automation.



  7. Create the message template that will be sent each time a trigger event occurs. Combine static text with dynamic task fields to customize your messages.



  8. Click Create to save your automation.
A message is posted in the selected channel each time the trigger event occurs.

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Edit, duplicate, or delete existing automations

Existing automations are listed in the automation builder.

  1. Click Automate at the top of a project's List or Table view to open the automation builder.
  2. Select the Manage tab.
  3. Click the ... (ellipsis).
  4. Choose the relevant option:
    1. View & Edit: View and update the automation's criteria.
    2. Duplicate: Create a copy of the automation.
    3. Delete: Remove the automation. Deletion too permanent? Use the toggle to activate/deactivate automations instead.
       
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Best practices

  • Tell your team: Now that you've set up a Chat automation (and understand the benefits of the integration), share it with your team and recommend they start using it. Once everyone's connected, project communication becomes seamless!
  • Contextual updates: Use supported field variables to include key task information in automated Chat messages.
  • Prioritization: Utilize triggers involving changing priority and due dates to receive updates about time-sensitive work.