Add to List Automation permissions

For Automations that add tasks to Lists, the Automation depends on the creator’s access to the task and the destination List.

Only removing the creator's access to the destination List will cause an Automation to fail.

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

Access to the destination List

When an Automation is created, the creator must have full edit access to the destination List to add tasks to the List.

When permissions to the destination List change

After the Automation is created, the creator's permissions to the destination List can change.

If the creator's access to the destination List changes to edit, comment, or view only:

  • The Automation will continue to run successfully.
  • The creator will not be able to select the destination List to add tasks in new Automations.

If the creator's access to the destination List is removed:

  • The Automation will fail.
  • The failure is displayed in the Audit log.

Access to the trigger task

The following table displays how the creator's permissions to the trigger task impact the Automation:

Access Description Result
No access The creator does not have access to the trigger task. The Automation will not run on the private task. This event is not included in the Audit log.
Edit or Full Edit The creator has edit or full edit permissions to the trigger task. The Automation runs successfully.
Comment The creator has comment access to the trigger task.
View Only The creator has view only access to the trigger task.

Private tasks and Lists

The following table displays how private tasks and private Lists impact the Automation:

Trigger task sharing & permissions Destination List sharing & permissions Result
Public Public The task is available to anyone with access to either of the locations where the task exists.
Public Private The task is available to anyone with access to either of the locations where the task exists.
Public Public List inside a private Folder or Space The task is available to anyone with access to either of the locations where the task exists.
Private Public The task is added to the public List but remains private based on the task's sharing settings.
Private Private The task is added to the private List but remains private based on the task's sharing settings.