Task and Project automations

Purpose

Link work events to the actions offered without assuming a universal blocking flow.

Before you start#

• Tasks — assignees, statuses and deadlines
• When to automate and how to verify

Step by step#

1. 1

   Open the available Tasks/Projects Automations settings.

2. 2

   Select the trigger and the status/deadline/context filters from the on-screen list.

3. 3

   Choose the action and configure the requested owner, message/template or destination.

4. 4

   For CRM actions, check the task/project link to the deal.

5. 5

   Onboarding completed/IDP created events use the same task flow when configured; select the events actually available.

6. 6

   Review sending and channels before activating and follow logs/responses.

7. 7

   Messages via Twilio may use a daily digest; do not treat this behavior as a universal instant send.