Task Automation
Smarter Workflows. Zero Manual Effort.
What is Task Automation?
Task Automation transforms the way your team works by automatically creating, assigning, and managing tasks based on predefined triggers.
No more repetitive admin work- your workflows run themselves, ensuring accuracy, accountability, and speed.
Automation = Efficiency + Consistency + Scalability.
Where to Find It :
Navigate to the Automation Tab in your project/ team space to:
• View existing automations
• Create new automation workflows
• Configure triggers and groups
• Monitor activity in real time
Creating a New Automation :
When you add a new automation, you control who gets tasks, when they get them, and how they repeat.
Step 1 – Choose Groups
• Assign tasks to Dynamic Groups (rule-based) or create Custom Groups instantly who are the Audience
• Ensure tasks always reach the right team members
Step 2 – Define Triggers
• Create the next task automatically
• Assignments/Duties: Trigger tasks when rules are activated
• Time-Based Events: Schedule recurring tasks on a calendar
• Instant Triggers: Fire tasks immediately when needed
Step 3 – Set Patterns
• Date-Based Triggers: Daily, Weekly, Monthly, Quarterly, or Yearly
• Duration-Based Triggers: Trigger tasks after a set number of days, weeks, or months
• Repetition Options: Endless, Until Date, or Repeat by Count
Step 4 – Assign Owners
• Every automation has an Assignee (the responsible person)
• A Calendar View displays upcoming triggers for planning and visibility.
Automation Dashboard :
Your control center for everything automation-related.
• Parent Tasks: Each automation has a master parent task
• Task Instances: Every group member gets an automatically assigned task
• Quick Actions: Complete or update tasks directly from the dashboard
• Data at a Glance: Task IDs, task routes, due dates, and progress tracking
Why Use Task Automation?
• Eliminate repetition: Free your team from manual follow-ups
• Stay consistent: Tasks are always generated correctly
• Scale workflows: Handle hundreds of tasks effortlessly
• Gain visibility: Monitor everything in one place
• Hit deadlines: Automated reminders and triggers keep projects on track
In Summary with Task Automation, you’re not just saving time – you’re building an intelligent system that powers productivity at every level.
From simple reminders to complex workflows, automation ensures your team never misses a beat.