Manage Automations

Use the Manage tab in the Automations modal to view, edit, or delete all of the Automations in each of your Spaces, Folders, and Lists.

What you'll need

View existing Automations

Find the Automations set up in a Space, Folder, or List in the Manage tab of the Automations modal.

Automations are managed separately for each level of the Hierarchy. You'll need to open the Automations modal at the List, Folder, and Space levels separately to see all the Automations that could be applied to your tasks.

To view and manage Automations:

  1. Browser to the List, Folder, or Space and:
    • Click the Automate button in the top right corner.
    • Click the ellipsis next to the location name to the left of your views.
      • Select List SettingsFolder Settings, or Other Settings for Spaces.
      • Click Automations.
    • Click the ellipsis in the Sidebar
      • Select List SettingsFolder Settings, or Other Settings for Spaces.
      • Click Automations.
  2. Click Active Automations at the top of the menu to open the Manage tab of the Automations modal.
  3. View and update your Automations.
  4. Repeat these steps for the other levels of the Hierarchy.

Filter Automations

For each level of the Hierarchy, from the Manage tab of the Automations modal, you can use filters to find specific Automations.

Available filters

From the manage tab of the Automations modal, you can filter by:

  • Automation Status, including:
    • All: Displays Automations that are both Active and Inactive.
    • Active: Displays Automations that are toggled on.
    • Inactive: Displays Automations that are toggled off.
  • Trigger: Select one or more Automation Trigger.
  • Condition: Select one or more Automation Condition.
  • Action: Select one or more Automation Action.
  • Updated by: Select one more user.

The Trigger, Condition, Action, and Updated by filters will display options based on the Automations setup for the location you're working on.

For example, if the Automations for a List only use the Status changes Trigger, then the only option displayed under the Trigger filter will be Status changes.

Each active filter will be highlighted. You'll see options to select all, unselect all, and clear all appear as you add and remove filters and set criteria.

Screenshot of the manage tab of the Automations modal.

Combine multiple Automation filters

You can combine the filters available on the manage tab of the Automation modal. The filters use the OR operator within each filter and the AND operator between filters.

For example, select two Trigger filters: Status changes and Custom Field changes. This will show Automations that use either Status changes or Custom Field changes as the Trigger.

Then, let's add an Action filter to see Automations that add a comment.

This will display 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.

Screenshot of Automation filters with multiple filters selected.

Manage each Automation

For each Automation, you can:

  • Add a description in the lower-left corner to let people know what it does.
  • Use the pencil icon in the top-right corner to edit it.
  • Use the trash can icon to delete it.
  • Use the toggle to turn the Automation off and on.
  • See who last edited it, and hover over their name to see the date and time they last updated it.

Screenshot of an Automation highlighting the edit options.

Updated

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