You can automate processes in awork by setting tiggers and actions. You can set automations for a project type or single projects.
Set up automations
First you need to select a trigger which is the event that will start the automation. You can select triggers by category or just use the search to find all available triggers.
For some triggers you need to set further conditions. Elements that need such conditions are marked. If you click on the marked element you can either select options or enter your input.
Tip: Triggers cannot be triggered by other automations. In this case nothing happens.
Triggers will be just triggered once per day in the morning. If you create new automations, that depend on a timeframe, they start triggering the next day.
Now you need to select your action(s). Again, you can select these by category or use the search to find all available actions.
For some actions you also need to set further conditions. Elements that need such conditions are marked. If you click on the marked element you can either select options or enter your input.
You can set multiple actions for one automation.
Automations in project types
You can add multiple automations to the same project type.
Transfer changes to projects
If changes are made to an automation in the project type, these changes can be transferred to all projects of the type. Only ongoing and planned projects are taken into account here. The changes are not transferred to completed projects.
After saving the change, a window appears in which this can be confirmed.
Note: If independent changes for automation have already been made in the project, these will be overwritten.
Automations for single projects
To create an automation directly in a project, navigate to the project settings and create the automation via the + symbol. Just follow the steps described above.
The automation will only be added to this project and not to other projects of this type.
You can add multiple automations to one project.