This article guides you through the setup of the Tasks & Projects Automation—designed to streamline internal workflows by automatically triggering notifications, updating statuses, and managing task-related communications. From project completions to follow-up reminders, this automation keeps your team aligned and your clients informed, without manual effort.
Click Here To Set Up 👆
SOP
SOP
1. Click on "Automations".
2. Navigate to the Tasks & Projects 🥷 automation.
3. The Tasks & Projects Automation 🥷 tracks project completions, task creation, task updates, and sends alerts to the right people—keeping operations smooth and timely.
4. Review the Trigger Events
- Project completed
- Task created
- Task added
- Task completed
- Task reminder
5. Each Trigger Has Its Own Branch
6. When a project is marked complete on the project board, a tag is added to the contact, and the system filters based on the client’s name to ensure it flows to the right branch.
7. Team Notification + Optional Contact Actions
Notify internal team members, remove tags for clean contact management, and optionally send a message to the client confirming completion.
8. Next: Review Task-Related Branches
These handle notifications for task creation, updates, completions, and reminders.
9. Actions for Tasks
Automatically notify your team, create linked follow-up tasks, and optionally send outbound messages to the client based on the task’s current status.
10. Final Review. Double-check your conditions, actions, and team notifications to ensure your automation runs as intended.