Workflow automation

Automation earns its keep on the steps nobody enjoys and everybody forgets. In IDup, two tools run rules on tasks.

Workflow Automation

1. Open Workflow Automation and press Add Rule.
2. Pick the section. The rule fires when a task moves into it.
3. Press Add Action. You can set the assignee, due date or priority, add a checklist item, reminder, comment, follower or file, move the task, or mark it as complete.
4. Drag the actions into the order they should run in.

Automation

1. Open Automation and press Add new automation.
2. Add a trigger, such as Task created, Task status changed to, Due date is today or Inactive for days.
3. Add a condition, so the rule applies only where it should.
4. Add the actions, such as changing the status, priority, assignee or follower, or adding a comment, reminder or tag.
5. Save and activate it. The list shows Last triggered for each automation.

Where else automation lives

• Templates → Email templates → Mail Timer — time-based mail.
• Marketing → Marketing Automation — the campaign side.
• Projects & Tasks → Reminder — a prompt on a date.
• Chase an unpaid invoice — the reminder schedule for billing.