Within Teamwork, you can create automations to run based on task dates allowing you to prioritize and sequence tasks efficiently.
Note: Automations can only be viewed, created, and managed by administrators and standard users in the owner company. The ability for an automation to successfully run will also depend on the creator's project permissions.
Date/time-based automations will run on the automation creator's time zone. For example:
- Automation: When a task's due date arrives at 9AM, notify assignee(s).
- Creator timezone: New York City (EST)
- Notification: Assignees will be notified at 9AM EST.
While viewing the List area of a project, click the Automate button in the top right.
The Automations modal will allow you to choose from a gallery of pre-defined automation templates organized by category type or create custom automations.
Date-based automation templates can be found in the Dates category.
You can also create custom date-based automations using the custom automations option.
Date-based triggers can be created based on:
- When a task's start date arrives
- When a task's due date arrives
- When a task's due date changes
Using the custom automations creation option, you can select which of the date triggers you would like to base your automation on via the When section.
Once selected, click Add before or after start date to customize when exactly you would like trigger to run relative to the condition.
You can set the automation to be based on a specific number of days or weeks before or after the task's start or due date. You can also specify a time of day.
By default, the current project will be selected. You can choose to apply the automation to one or multiple projects.
The Then section allows you to set one or multiple action(s) that should be carried out automatically once the trigger event occurs.
Note: Any actions relating to notifying users or adding/changing assignees require the selected user(s) to be a member of the project.
In the top right of the Create automation modal, you can toggle the automation to be active or inactive.
At the bottom of the modal you will see an automation description out lining both the trigger and conditions along with the action(s) of the automation.
Click Create to complete the automation setup.
The automation will then be listed in the Manage tab of the Automations modal where you can edit, delete, or toggle activation.
For more information, see: Managing Automations