Manage the Automations in your Workspace.

From Manage Automations, you can edit your Automations, filter to find Automations, switch Workspace locations, create a new Automation, and view the Active and Inactive Automations in that location.

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

Access Manage Automations

Automations are not accessible from Everything view. 

To access the Manage Automations modal:

1. In the upper-right corner of the view, click the lightning bolt icon. 
   

   • Alternatively, you can access this modal from the Sidebar by clicking the ellipsis ... menu next to a location, selecting the settings tab, then clicking Automations.

2. At the top of the Automations modal, select the Manage tab.
   

Find an Automation

Automations are location-specific. Ideally, you'll open the Automations manager from the location where it was created. 

You can also search for an Automation by doing the following:

Filter to find an Automation

The filters display the options used in Automations in this location.

For example, you've opened the Automations manager from a List named Squad A. This List has one Automation, created by you, and it uses one Trigger and one Action. The filters will only display that Trigger, Action, and your name.

The following Automations filters are available:

• Trigger: Select one or more Automations Triggers.
• Condition: Select one or more Automations Conditions.
• Action: Select one or more Automations Actions.
• Updated by: Select one more user.

Clear Automations filters

To clear the filters:

• To the left of the filters, click Clear all.
• Or, click the filter and manually deselect options.

Combine multiple Automation filters

You can combine filters. 

For example, you could select the Triggers Status changes and Custom Field changes. This filter shows Automations that use either Status changes or Custom Field changes as the Trigger.

Then, you could select the Action filter, Add a comment.

This shows Automations that are triggered by Status changes or Custom Fields changes and that use the add comment Action.

You'll see the number of criteria shown next to each active filter.

Edit active and inactive Automations

To edit active and inactive Automations:

In the upper-left corner, below the location switcher, select the Active or Inactive tab and edit using these options:

• Rename Automation: Click into the name field and begin typing.
• Add Description: Add a description in the lower-left corner to describe what the Automation does.
• Created and Updated: To see when the Automation was created and updated, hover to the right of the Automation name. When the info icon displays, hover over it.
  • If the Automation has not been updated, only the Created info is displayed.
• Delete: To delete the Automation, hover to the right of the Automation name. When the trash can icon displays, click it.
• Duplicate: To duplicate the Automation, hover to the right of the Automation name. When the duplicate icon displays, click it. To choose a location for the new Automation:
  • Duplicate in the current Location: Click to create a duplicate Automation in the same Space, Folder, or List.
  • Duplicate to another Location: Click to create a new Automation in another Space, Folder, or List in your Workspace, based on an existing one.
  • If the options used in the original Automation aren't available in the new location, the new Automation will use the default Triggers, Conditions, and Actions.
  • For example, an Automation on a List called Projects is triggered by changes to the Budget Custom Field which has only been added to the Projects List.
  • When duplicating the Automation to the Reviews List, the trigger of the new Automation will default to Status changes.
• Edit: To edit the Trigger, Condition, or Action, hover to the right of the Automation name. When the pencil icon displays, click it.
• Off/On: In the upper-right corner of the Automation, use the toggle to turn the Automation off and on.
• Updated by: See who last edited the Automation. Hover over their name to see the date and time they last updated the Automation.
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