Feedback
Open

Automatically create tasks from templates and property changes

I'd like to be able to create tasks automatically, based on how an object is created or how its properties change. A lot of my work follows fixed steps and right now I have to add those tasks by hand every time.

Two examples from my own workflow:

  • When I create an object from a specific template (e.g. a new client project), a fixed set of tasks is created and linked to that object, like "Send kick-off email" and "Set up project environment".
  • When I set the status of a project to "Done", a task "Invoice project" is created automatically and linked to the project.

A simple rule per object type would cover most of this:

  • Trigger: object created (optionally from a specific template), or a property changes to a certain value (status, select, checkbox)
  • Action: create one or more tasks, linked to the object
  • Optional: a due date relative to the trigger (e.g. 3 days later) and a default priority

Nice to have: the object's name as a placeholder in the task title ("Invoice {{title}}"), so the tasks stay recognizable in the overall task view.

This would turn templates and properties into actual workflows, without needing an external tool for something this common.


Capacities v1.72.4; none none; Mac OS v10.15.7; Chrome v148.0.7778.280 (WebKit v537.36); Desktop (Electron); 30-10-2026, 10:29:50

0 Comments

Sign in to comment

No comments yet. Be the first to share your thoughts!