Use Project Automation to automate repetitive tasks and save your team's valuable time. By combining triggers, conditions, and actions, you can automate even complex workflows with ease.
How to use: [Settings] > [Automation] in the upper-right corner of your project.
An automation rule consists of three elements:
Trigger (When to Run) → Condition (When It Applies) → Action (What to Do)
A trigger determines when an automation rule starts.
Field Change: Runs when a specific task field changes
Task Created: Runs when a new task is created
Task Deleted: Runs when a task is deleted
Task Archived: Runs when a task is archived
Comment Added: Runs when a comment is added
Checklist Completed: Runs when a checklist is completed
Even if a trigger occurs, the action runs only when the specified conditions are met.
Examples )
Run only for tasks in a specific status
Run only for tasks assigned to a specific person
Run only for tasks in a specific category
An action is the task that is performed automatically when all conditions are met.
Field Change: Automatically updates a task field
Task Created: Automatically creates a new task
Task Archived: Automatically archives a task
JANDI Notification: Sends a notification to a JANDI chat room
When a task's priority changes to High, a notification is automatically sent to the team channel so important tasks are never missed.
Trigger : Field Change
Condition : Priority → High
Action : JANDI Notification (Marketing Team Channel)
When a task's status changes, the specified assignee is automatically assigned, reducing manual assignment work.
Trigger : Field Change
Condition : Status = In Progress
Action : Field Change (Assignee = Approval Owner)
When a checklist is completed, the next task is created automatically, keeping the workflow moving without interruption.
Trigger : Checklist Completed
Condition : Status = In Progress
Action : Task Created