Tudodesk

Tudodesk comes with a built-in, fully integrated task automation engine. This powerful feature can save your team a lot of time, automate tasks at scale, and help you schedule and notify your team when events occur.

How to automatically create a task for a team-member when a event occurs or a document status changes. For the example we will use the JOB board to trigger a task when a job is ready.

This will automatically create a task when an event is created.

The user assigned to the task will receive an in-app-notification and an email notification

- How to automatically create a task for a team-member when a event occurs or a document status changes. For the example we will use the JOB board to trigger a task when a job is ready.
- This will automatically create a task when an event is created.
- The user assigned to the task will receive an in-app-notification and an email notification

Go to the Job board (Or whatever board you want to trigger the task from).

Click 'Show menu' on the board menu right side.

Check if you have an existing event created for the status you want to trigger the event on. You can edit this event or add a new event using the 'Create automation' button.

If you are editing an existing event, skip steps 6-9 below.

Enter a friendly name for your new workflow, such as 'Job queued'.

Select Status Changed for the event trigger.

Select the status name from the status drop drown. This is the status that will trigger the task to be created.

Click the '+' icon from the automation editor to insert a new action.

Select Create Task from the list of actions.

Set the delay to Right away in the action delay input. Note that you can insert delay events in the automation steps before the email event if you want to trigger the notification after a more extended period. Each delay event can be up to 7-days.

Edit the Task, entering what the task is for.

Click Save again on the editor screen (Green button bottom right).

Click Turn on to set the automation live.

1. Go to the Job board (Or whatever board you want to trigger the task from).
2. Click 'Show menu' on the board menu right side.
3. Click 'Board automations'.
4. Check if you have an existing event created for the status you want to trigger the event on. You can edit this event or add a new event using the 'Create automation' button.
5. If you are editing an existing event, skip steps 6-9 below.
6. Enter a friendly name for your new workflow, such as 'Job queued'.
7. Select Status Changed for the event trigger.
8. Select the status name from the status drop drown. This is the status that will trigger the task to be created.
9. Click Continue.
10. Click the '+' icon from the automation editor to insert a new action.
11. Select Create Task from the list of actions.
12. Set the delay to Right away in the action delay input. Note that you can insert delay events in the automation steps before the email event if you want to trigger the notification after a more extended period. Each delay event can be up to 7-days.
13. Edit who the task is for (the assignee).
14. Edit the Task, entering what the task is for.
15. Click Save.
16. Click Save again on the editor screen (Green button bottom right).
17. Click Turn on to set the automation live.

Set-up

What's this for?

Steps