Automations

When-then rules with a dropdown builder and template gallery.

Overview

Tenant-defined automation rules. Every audit event (task.created, task.status_changed, comment.created, etc.) is matched against active rules; matching rules run actions (set field, apply label, notify user, call webhook). The v2 builder is dropdown-driven end-to-end - no typing of field names or event strings.

Highlights

Template gallery: six pre-canned workflows (auto-label, ping on new task, webhook on DONE, ...) - zero typing to instantiate
Trigger dropdown: common audit patterns (task.created, task.status_changed, project.*, comment.*) with human-readable labels
Actions: set_field (Task.status/priority from enum), apply_label, notify_user, call_webhook - each backed by a picker, not a text box
Per-rule run log with status + duration + error message

Important to know

Rules run in the order defined. Use distinct trigger patterns to avoid loops.
Webhook delivery retries with exponential backoff; failed deliveries surface in /settings/webhooks.
set_field is limited to a whitelist (Task: status/priority/title/description/dueOn/startsOn; Project: status/name/ownerId) - other fields are intentionally unreachable from automations.

How to use it

Click From template to pick one of the six pre-canned workflows (recommended).
Or click Custom, pick a trigger from the dropdown, then add one or more actions - each configured via dropdowns.
Toggle the power icon on the list to enable/disable a rule without deleting it.
Review the run log to confirm the rule fires as expected before relying on it.

FAQ

Why can only certain fields be set by set_field?

Automations bypass most guardrails to stay fast. The whitelist (status/priority/title/description/dueOn/startsOn on Task; status/name/ownerId on Project) is what we verified is safe to let rules write. Everything else needs the regular API path so its own validations run.

Can I edit a template?

Create from a template, then edit the resulting rule like any other - the template is a construction aid, not a runtime link.

All docs