Manage Automations - Teamwork Support

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What	View and manage automations across your projects, updating triggers and actions as workflows evolve.
Why	Maintain automations' effectiveness by editing existing automations to reflect the most up-to-date workflow requirements. Save time by using automations as templates — make a copy each time you need a similar process. This is especially helpful for more complex, multi-step workflows.
Who	Site admins and standard users in the owner company
When	As a project manager, you want to make sure active automations are running effectively and appropriately. Review automations on a regular basis, adjusting conditions and actions as workflows evolve, as well as deactivating (or deleting) automations that are no longer needed.

What	View and manage automations across your projects, updating triggers and actions as workflows evolve.
Why	Maintain effectiveness by editing existing automations to reflect the most up-to-date workflow requirements. Save the time by using automations as templates — make a copy each time you need a similar process. This is especially helpful for more complex, multi-step workflows.
Who	Site admins and standard users in the owner company
When	As a project manager, you want to make sure active automations are running effectively and appropriately. Review automations on a regular basis, adjusting conditions and actions as workflows evolve, as well as deactivating (or deleting) automations that are no longer needed.

Before you start

The successful running of an automation depends on the creator's permissions on the automation's associated projects. For example, time-based automations require the creator to have permission to view estimated time and view time log on the selected projects in order to run successfully.

View automations

View existing automations by accessing the automations builder from any project.

Click Jump to in Teamwork's main navigation menu.
Search for and select a project.
Select Automate from the project's main navigation menu to open the automations builder.
Select the Manage tab.

You can view the following details for each automation:

Automation	States the automation's trigger, conditions, and action(s)
Description	Automation's custom description — click the current text to quickly update the description. If not set, you'll see an option to + Add description.
Projects	Projects the automation runs on
Activation toggle	Toggle indicating whether the automation is currently active
Creator	The automation creator's name
... (options)	An options menu where you can choose: View & Edit Duplicate Delete

Automation	States the automation's trigger, conditions, and action(s)
Description	Automation's custom description — click the current text to quickly update the description. If not set, you'll see an option to + Add description.
Projects	Projects the automation runs on
Activation toggle	Toggle indicating whether the automation is currently active
Creator	The automation creator's name
... (options)	An options menu where you can choose: View & Edit Duplicate Delete

Edit an automation

Edit existing automations by accessing the automations builder from any project.

Click Jump to in Teamwork's main navigation menu.
Search for and select a project.
Click Automate in the project's main navigation menu to open the automations builder.
Select the Manage tab.
Switch between All, Active, and Inactive subsections or use search and filters to locate an an automation more easily.
Hover over the relevant automation card, then select View & Edit Automation at the top of the card. Psst! You can also click the ... (ellipsis) on the automation card's right-hand side and choose View & Edit.
Update the automation's trigger, conditions, actions, and custom description.
Click Save.

Duplicate an automation

Don't want to start from scratch? Create an automation by duplicating an existing one with similar criteria.

Click Jump to in Teamwork's main navigation menu.
Search for and select a project.
Click Automate in the project's main navigation menu to open the automations builder.
Select the Manage tab.
Scroll to the relevant automation and click the ... (ellipsis) on the right-hand side.
Select Duplicate from the dropdown.
Adjust any of the new automation's trigger or action criteria. These are populated automatically with the original automation's settings.
Click Create to save the new automation.

Delete an automation

Delete existing automations from the automations builder.

Click Jump to in Teamwork's main navigation menu.
Search for and select a project.
Click Automate in the project's main navigation menu to open the automations builder.
Select the Manage tab.
Scroll to the relevant automation and click the ... (ellipsis) on the right-hand side.
Select Delete from the dropdown.
Click Delete in the confirmation window.

The automation is immediately deleted and will no longer run.

💡 Deletion too permanent? Use the toggle on the automation card to deactivate the automation instead.

View automation history

View all changes made to a particular automation from the automation history.

Click Jump to in Teamwork's main navigation menu.
Search for and select a project.
Click Automate in the project's main navigation menu to open the automations builder.
Select the Manage tab.
Scroll to the relevant automation and click the ... (ellipsis) on the right-hand side.
Select View & Edit from the dropdown.
Click History log.

The automation history panel opens.

The history includes entries for any of the following actions that have occurred for that automation:

Creation	A record of when the automation was created (date & time created, creator)
Updates	Entries are recorded each time the automation runs or is updated (date & time updated, who updated it, what the automation's settings were changed to)
Activation	A record of each time the automation is activated or paused.
Execution & failure	A record of each time the automation runs successfully or fails to run.

Creation	A record of when the automation was created (date & time created, creator)
Updates	Entries are recorded each time the automation runs or is updated (date & time updated, who updated it, what the automation's settings were changed to)
Activation	A record of each time the automation is activated or paused.
Execution & failure	A record of each time the automation runs successfully or fails to run.