Automations

Overview of Automation
Premium Feature The Automation feature can be used in connection with Lists to allow you to set up Rules to automatically trigger the system to create c...
Fri, 14 Oct, 2022 at 11:04 AM
Creating Rules
Navigate to:  Configuration -> Automation -> Automation Rules Fig 1 - Automation in Configuration Any existing Rules will be displayed in the ...
Fri, 14 Oct, 2022 at 11:00 AM
On Creation Trigger
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Thu, 5 May, 2022 at 12:06 PM
On Edit Trigger
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed&#x...
Thu, 5 May, 2022 at 12:12 PM
All Tasks Completed Trigger
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Thu, 5 May, 2022 at 12:09 PM
Budget Threshold Reached Trigger
There are four options to trigger Rules and apply Actions using Automation: 'On Creation', 'On Edit', 'On all Tasks Completed'...
Wed, 17 Aug, 2022 at 2:39 PM
Add Alert Action
Now your Rule has been created then you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to...
Thu, 12 Aug, 2021 at 3:19 PM
Add People Action
Now your Rule has been created then you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to...
Thu, 12 Aug, 2021 at 3:20 PM
Add Task Action
Now your Rule has been created then you can specify what Actions are to take place when the Rule is triggered.  In the Action tab press [New] to la...
Thu, 12 Aug, 2021 at 3:20 PM
Add Approval Action
Once your Rule has been created, you can specify what Actions are to take place when the Rule is triggered.  In the Action tab, press [New] to launch the Ac...
Wed, 16 Feb, 2022 at 3:46 PM