Click ACME's first project
This action opens the details and tasks associated with ACME's first project, allowing you to manage and review project-related activities.
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Shared guide
How to automate approvals
Step-by-step guide covering: Click ACME's first project; Click the Customize option; Click the Rules2 section; Click the Add button.
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Step-by-step Guide16 steps
Click the Customize option
Selecting the Customize option allows you to tailor the view and settings for your project. This may include adjusting the layout, notifications, or other preferences to better suit your workflow.
Loading screenshot…100%Click the Rules2 section
This action will allow you to view and customize the rules applicable to this project. You can edit existing rules or add new ones to tailor the workflow as needed.
Loading screenshot…100%Click the Add button
This action allows you to add a new task to your project. After clicking, a prompt will typically appear for you to enter the details of the task.
Loading screenshot…100%Click the Start from scratch button
This will take you to a new interface where you can create your automation rules from the beginning without using any predefined templates.
Loading screenshot…100%Click the 'When...' label
Selecting the 'When...' label allows you to specify the triggering conditions for your automation rule.
Loading screenshot…100%Click to Move Task to Section
This action transfers the selected task to a specified section within your workflow, helping you organize and manage tasks more effectively.
Loading screenshot…100%Click the 'Section is changed' option
This action modifies the rule to trigger when a task is moved to a different section. You will now be able to set up additional conditions or actions based on this change.
Loading screenshot…100%Click the 'Section is…' dropdown
Selecting this option allows you to specify the condition under which a task is moved to a different section. Choose from the available conditions to customize your automation rule.
Loading screenshot…100%Click the 'Check if...' button
This action verifies the specified conditions for the task and determines if it meets the requirements to proceed in the automation process.
Loading screenshot…100%Click the Done button
This will confirm and finalize your changes, marking the task as complete in your project settings.
Loading screenshot…100%Click the Do this… label
By clicking the 'Do this…' label, you'll access the options for specifying the action that should be taken in the automation rule you are creating.
Loading screenshot…100%Click 'Set task type to New!'
By clicking this option, you will designate the type of task to be created, allowing for better organization and tracking within your project.
Loading screenshot…100%Click the Set task type to Upgrade button
This action allows you to change the task type setting for the automation rule. After clicking, a dropdown menu will appear where you can select the desired task type.
Loading screenshot…100%Click the Approval option
Selecting the 'Approval' option allows you to set a task type related to obtaining approval as part of your automation process.
Loading screenshot…100%Click the Publish rule button
This action finalizes and saves the created rule, making it active within your automation workflow. Ensure all settings are correctly configured before publishing.
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