Task Automation - Your Key To A More Efficient Business

Imagine a world where routine tasks handle themselves, freeing up your team to focus on innovation and growth. Welcome to the magic of task automation! By harnessing the power of automation rules and triggers, you can transform your workflow into a well-oiled machine.

Automation rules handle routine actions such as sending notifications, setting tasks, and adding participants. These actions are triggered when a task reaches a specific stage. For example, when a task moves to the "in progress" stage, an automation rule can create a chat for discussion. When a task is marked as "completed," a post can automatically appear in the Feed.

Triggers, on the other hand, monitor changes in tasks, such as deadlines or status updates. When a change occurs, the trigger moves the task to another stage. For instance, if a task's deadline is approaching, a trigger can move it to a "priority" stage to ensure it gets immediate attention.

Why Automate?

• Increased Efficiency. Automation reduces the time spent on repetitive tasks, allowing your team to focus on more strategic activities.
• Consistency. Automation ensures that tasks are handled consistently, reducing the risk of human error.
• Improved Communication. Automated notifications and updates keep everyone in the loop, enhancing team collaboration.
• Scalability. As your business grows, automation can easily scale to handle an increasing number of tasks without additional manual effort.

How To Automate Tasks

You can create automation rules for tasks in several sections:

• Planner - consolidates all the tasks you are involved in. Automation rules will only apply to your tasks, ensuring that your workflow is personalized and efficient.

• Projects — you can automate work on tasks of the entire project.

• Task statuses — they show the task stage: in progress, pending, completed, etc. Automation rules track changes in task statuses you are involved in and perform actions.