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Apply an Automation to a specific task

You can apply an Automation to a specific task in a List.

For example, you want to apply an Automation to the budget approval task in your project.

Feature availability and limits vary by plan and user role. Learn more

Use the task name conditions

If your tasks are organized with a standard naming convention, you can target specific tasks using that naming convention.

In the below example, only tasks and subtasks in the List with Project Budget: in the task name will mention the finance approvers in a comment.

They won't be tagged on any other tasks that might require approval.

Screenshot of an Automation using the task name contains condition.

Use a button Custom Field

Button Custom Fields trigger specific Automations on tasks when the button is clicked.

This lets you manually trigger an Automation by clicking a dedicated button to perform Actions on specific tasks.

Screenshot of a Button clicked Automation.

Use tags

You can use tags to run Automations on specific tasks.

To use the Tag Added Trigger:

  1. Create a dedicated tag to trigger your Automation.
  2. Use the Tag added Trigger and select your tag.
  3. Customize your Conditions and Actions.

Screenshot of an Automation using the Tag added Trigger.

If your workflow is triggered by a different Action, you can use the Tag Condition to apply the Automation to specific tasks.

To use the Tag Condition:

  1. Create a dedicated tag to trigger your Automation.
  2. Customize your Trigger.
  3. Add the Tag Condition and select your tag.
  4. Customize your Actions.

Screenshot of an Automation using the Tag condition.

Use Custom Fields

You can use Custom Fields to run Automations on specific tasks. 

  • You can use the Custom Field changes Trigger with any Custom Field.
    • A checkbox Custom Field can help you track if the Automation has been triggered on the task.
  • You can use the Date arrives Trigger with a Date Custom Field to make sure tasks meet their deadlines. 
  • You can use the Custom Field Condition to apply your Automation to tasks where a field is set with a particular value.

For example:

  • A Formula Custom Field called Total per year calculates the total cost per year for monthly subscriptions.
  • The Budget Approvers team need to review and approve any subscription that's equal to or greater than $5,000 per year.

The following Automation tags the Budget approvers in a comment on tasks that reach their Contract Renewal Deadline and cost equal to or greater than $5,000 per year.


Screenshot of an Automation using a Custom Field condition.