How about having a task automatically assigned to the right person as soon as you change its status. Pretty sweet, huh? This is exactly what our newest feature,
Using this new feature, you can trigger processes. In awork we call these processes actions. These actions will run completely automatically when certain conditions (the so-called triggers) are met. You can trigger both simple automations and very extensive combinations.
This article will help you figure out how to use automations in the most effective way, using a couple of examples.
What are automations?
Ultimately, an awork automation is all about if-this-then-thatdependencies. You can define several actions for an automation and create them for individual projects or for project types.
Still sounds a little too complicated? Not to worry, here are a few examples.
Good to know: You can also specify multiple actions for a trigger automation
Automations in practice
Imagine working in marketing in a relatively small team and being responsible for content planning. Everything you publish should go through a feedback and correction process first.
Even if there are only five of you working in the team, you will have quite a lot of tasks in a week that need to be checked by you. Normally, each task would have to be assigned to you by clicking in awork when your colleagues change the status to
With our new feature you can completely automate this process. You can specify that as soon as a task in your project is changed to
Another very handy automation would be, for example, that once all subtasks have been checked off by your colleague Marcus, the task is set to done.
Automize complex processes
Sometimes processes can be a little more complex. No need to worry though, as you can fit automations with multiple actions. Need an example?
Imagine the following: you wish to prevent planned time commitments from being exceeded uncontrollably. This case is perfect for automation. For example, every time the tracked time on a task exceeds one hour, a predefined comment could be posted below the task. Additionally, you could make sure that the status is changed automatically.
This new feature makes it easy to automate complex interrelationships within your processes and allows you to access over 700 combinations. 😍
Set up an automation, quick and easy
First you need to choose a trigger, i.e. the event that has to occur for the automation to start. You can either search for a specific trigger or click through the icons and choose one that fits.
For example, if you want the stopwatch to automatically stop tracking time when a task is set to done, select this trigger: If the status has been changed to Done then…
Some triggers refer specifically to a user, a time, or something similar. In this case you have to define these concrete conditions within the trigger. Elements that require a condition are underlined in awork. In our example the
Please note:triggers cannot be triggered by other automations, i.e. chains are not possible. In this case, nothing would happen.
Moving on, select the appropriate action to be triggered. Again, you can select the area or search all actions. Also, for actions it is sometimes necessary to define further conditions. In our example you would now select this one: …
You can also add an automation to a certain project type or project. How you can use automation in project types and projects is