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Automations and Task Lists
Automations and Task Lists

Adding an Automation to a Task List

Jonathan Johnson avatar
Written by Jonathan Johnson
Updated over a week ago

Automations can be saved to Task Lists in your library, whether created there or saved from a Trip or Contact, just like a Task!

Note: Any Automations saved from a task list from a trip or a contact will have the dates removed when saved to your library; however, the scheduled time that was originally set for that automation will remain (though can be edited in the library).

Just click on the More button in the task list to save that Task List to your Library, as shown below:

Or you can click on + Add Automation while in the task list in your library, as shown here.

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