Creating Task Rules
Automate your team’s processes, keep projects on track, and eliminate bottlenecks with Task Rules.
Note: Task Rules are only available in Marketing Suite.
How to Use Task Rules
1. Click the arrow next to the task to open advanced options.
3. To make the task completion required before the project can be scheduled, toggle on Required.
List of Conditions and Actions
Rules based on this Task
Conditions- This task is completed/approved
- This task is pending approval
- This task becomes past due
- Change the status of this project to [Status]
- Change the owner of this project to [Team Member]
- Change the label of this project to [Color Label]
- Reschedule this project [New Date]
- Send a notification to... [Team Member]
Rules based on another Task
Conditions- Another selected task is pending approval
- Another selected task is completed/approved
- Assign this task to [Team Member]
- Complete this task
- Set this task due date to [New Date]
Rules based on this Project
Conditions- This project's status is changed to [Status]
- This project's label is changed to [Color Label]
- This project's owner is changed to [Team Member]
- Assign this task to [Team Member]
- Complete this task
- Set this task due date to [New Date]
Example Workflows
Assign Tasks
Assign tasks to specific teammates when other tasks are finished. They will receive a notification so they know when it's their time to work on a project.
Adjust Project Timelines
Reschedule projects if all tasks haven't been finished by their due dates. Ensure that projects are not scheduled until all steps have been completed.
Update Project Status
Automate your review process by having the status of your task change the status of your entire project.
