Automation Rules

You can use Setting > Automation Rules to set up any workflow automation as needed. You can perform actions like Adding assignees to tasks, sending out emails, etc., when tasks are created or updated.

Create Automation

1. Go to Settings > Automations.

2. Fill in other details (Check below for details).

3. Click on Save Changes.

Automations form fields

Project

Select a project for the automation rule.

When

The "When" section contains two types of elements: the first row contains the events, and the other rows contain the conditions.

Events

Events are the trigger points for automation rules. You can also choose who should perform the event to trigger the automation.

Example: Only trigger the automation when Admin creates a task.

Automation Rules support the following events:

• Task is created
  Triggered when a new task is created, all automations that have this event will be triggered.

• Task is updated
  This event is triggered for any update made on the task, if you want to listen to specific updates on the task, you can use the following events:

  • Task name is changed

  • Task description is changed

  • Task section is changed

  • Task due date is changed

  • Task assignee is changed

• Task is deleted
  Triggered when a task is deleted.

• Pull request is linked
  Triggered when a GitHub pull request is linked to the task, refer to this document on how GitHub integration works for more details.

• Pull request is merged
  Triggered when a linked GitHub pull request is merged.

• Pull request is closed
  Triggered when a linked GitHub pull request is closed.

• Time trigger - Every hour
  All automations that use this event will be run every hour.

Events can have one of the following performers:

• Any
  The event performer could be anyone.

• Admin
  The event performer must be an "Admin".

• Project admin
  The event performer must have the "Project Admin" role for the selected project.

• Standard
  The event performer must have the "Standard" role for the selected project.

• System
  The event should be performed by one of the automations.

Conditions

The conditions work with the events to further filter the tasks before an action can be applied.

For example: Perform the automation when a task is created in Section "Todo".

You can add the conditions by clicking on the + icon on the right side.

Then

These are the actions that will be performed when the automation rule is executed. You can perform the following actions using automation:

• Add assignees to the task

• Add a checklist to the task

• Add comment to the task

• Change the completed status for the task

• Change the checklist's completed status for the task

• Change the section of the task

• Send an email to the task creator

• Send an email to all project members

• Send an email to task assignees

• Send an email to users outside NeetoPlanner