Automations allow you to perform specific actions on project tasks when certain triggers occur.
Example: When a new task is created in the list New list, assign Julia to task.
You can create the automations just as easily, because they are always shown to you exactly as a whole sentence. 🙌
You can create and manage automation in your project in the Settings > Automations section.
Each project can have any number of automations.
Set up a new automation
Open your project and go to the Settings > Automations section. Click on the green add button. A window will open to select your trigger.
Each automation always consists of exactly one trigger and any number of actions.
The trigger is the event that must occur for the automation to start. There are a variety of triggers in awork, as you can see from the list.
Depending on the trigger, you have to add certain conditions. You can see this by the underlined fields in the window. Click on the field to add the condition.
In the next step, you choose which action(s) should be triggered. Again, there is a long list of possible options.
For some actions, it is also necessary to enter additional information. Again, pay attention to the underlined fields and fill them in.
You can add as many actions as you want for each automation.
Then click the Save button and your automation is created and immediately active.
Automations in project templates
You can even create your automations in project templates. When creating a new project with the template, the automations will all already appear in your project.
To add an automation to the project template, go to the template (Settings > Templates > Project Templates) and click on the green add button for automations. The creation process is exactly the same as described above for the project.
Any number of automations can be predefined in a project template.
Note that changing an automation in the template won't retroactively change the automations in the projects created with the template. The contents of the template are only copied to the project once when the project is created.
☝️Hint: You can also create deactivated automations in your template. These are also copied into the project for new projects, but are not active until they are switched on there. This way you can predefine optional automations that can be used or ignored depending on your preferences.
Switch off automation instead of deleting
You'll also be able to simply switch off your automations instead of deleting them. Do this using the switch button in the automation overview.
This is useful, for example, if you are cleaning up your project once and want to suppress all actions until then.
Can one automation trigger another automation?
No, an automation with one action triggering another automation is technically prevented in awork to prevent recursive ping-pong effects. If you want to execute multiple actions by the same trigger, you have to create the actions all in the same automation.
My automation doesn't seem to be running anymore. Why?
This can have several reasons. Check if your automation has switched itself off due to an error. This can happen, for example, if a task list used in the automation has been deleted.
Go to the Settings > Automations section in your project. Is your automation switched off there? If it has been turned off due to an error, you'll see a red exclamation mark next to it. If you move the mouse pointer over it, you'll see the reason for the automatic shutdown. Correct your automation and turn it on again.
I have a due date trigger. When is this triggered?
If you build an automation with a due date trigger (e.g. When task is due...), then the actions will be triggered when the date in the morning CET is reached.