Shared guide

How to automate task creation

Step-by-step guide covering: Click ACME's first project; Click the Customize option; Click the Rules1 section; Click the Add button.

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Step-by-step Guide19 steps

  1. Click ACME's first project

    This action opens the details for ACME's first project, allowing you to view tasks, deadlines, and team assignments associated with the project.

    Click ACME's first project
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  2. Click the Customize option

    Selecting the Customize option allows you to modify the display settings and preferences for your project view, enhancing your task management experience.

    Click the Customize option
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  3. Click the Rules1 section

    Clicking on the Rules1 section will allow you to access and manage the specific rules associated with the current project. You can configure or modify rules to better suit your workflow requirements.

    Click the Rules1 section
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  4. Click the Add button

    This action will prompt you to create a new task within the project. You can then enter details to include in the task list.

    Click the Add button
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  5. Click the Start from scratch button

    Clicking this button allows you to begin creating a new automation rule from a blank slate, providing full customization options for your automation process.

    Click the Start from scratch button
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  6. Click the 'When...' label

    Clicking the 'When...' label allows you to set the triggering conditions for your automation rule. This is essential for defining when the rule should be activated based on specified criteria.

    Click the 'When...' label
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  7. Click the Priority is changed option

    Selecting 'Priority is changed' sets it as a trigger for the automation rule. This allows the rule to activate whenever a task's priority changes, ensuring timely notifications or actions.

    Click the Priority is changed option
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  8. Click the Field is changed option

    Selecting this option will set a condition for your automation rule, triggering the action when the specified field is altered.

    Click the Field is changed option
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  9. Click the Field is changed option

    Selecting this option allows you to set a condition based on changes to the priority field in your automation rule.

    Click the Field is changed option
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  10. Click the Priority dropdown

    Select your desired priority level from the dropdown menu to determine how tasks will be prioritized in your automation rule.

    Click the Priority dropdown
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  11. Click the High priority option

    This action selects 'High' as the priority level for the rule being created, impacting how the rule will be processed in the automation.

    Click the High priority option
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  12. Click the Do this… option

    Select the 'Do this…' option to specify the action that should occur when the defined trigger condition is met in your automation rule.

    Click the Do this… option
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  13. Click the Create a task button

    Clicking this button opens a dialog where you can set up a new task for your project, allowing you to define details such as task name, due date, and assignees.

    Click the Create a task button
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  14. Click the Task Name field

    This will allow you to enter the name of the new task you are creating. Ensure that the task name accurately reflects the task's purpose for better organization.

    Click the Task Name field
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  15. Type 'Review high-priority task' in Task Name

    Enter 'Review high-priority task' in the Task Name field to specify the title of your new task. This will help you easily identify the task's priority level when managing your projects.

    Type 'Review high-priority task' in Task Name
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  16. Click the No Assignee dropdown

    Selecting the 'No Assignee' option allows you to specify or change the assignee for the task you are creating. This will help in assigning the task to the appropriate team member for accountability.

    Click the No Assignee dropdown
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  17. Click the email address field

    This action will allow you to edit or select the email address for the assignee in the task creation process.

    Click the email address field
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  18. Click the 'Click here.' input field

    This action allows you to enter a description of the task you want to automate using AI. Provide relevant details to enhance the AI's understanding and improve task automation.

    Click the 'Click here.' input field
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  19. Click the Publish rule button

    This action will finalize and activate the automation rule you have set up, allowing it to start functioning according to the defined parameters.

    Click the Publish rule button
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