AUTOMATIONS: Project Trigger/Actions

What are Trigger/Action Automations?

* Trigger/Action Automations available only for Pinnacle plan

Trigger/Action Automations are triggered automations you can set to occur upon the completion of a Phase or Project. By automating your processes, you can setup your workflows to happen automatically and reliably.

To configure T/A Automations, navigate to Projects > Projects, and select the Project you would like to setup Automations. To learn more about Phases, click HERE.


T/A Automations for completed Phases

This feature gives you the option of configuring  Actions that will be triggered when a Phase reaches 'Complete' status, whether set that way manually or by a configured Automation.

Understanding the Phase Trigger

You can manually set a Phase to Complete status, or in the  Phase settings (you can get there when adding a new Phase, or when editing an existing Phase),  you can set the Phase to automatically change to 'Complete' status when all the Tasks in the Phase have been marked as Complete.

So, regardless of how it happens, the  Phase reaching 'Complete' status is the Trigger that will activate the Automations you setup for that particular Phase.

Configuring the Actions 

Click the Phases tab in the top navigation bar. In the Options dropdown menu of the Phase you would like to add Actions to, and select Manage Actions. When creating a new Phase, there will be a button titled Add Phase & Assign Actions.

On the Assign Actions pane, you will see a preview list of available Actions. Click the Configure Actions button to get started.

Click the + button to bring out a dropdown menu. Each of these options is configurable.The fields shown will depend on which Action you choose. For Send email notification to Contacts, you can choose multiple Contacts and/or Circles from the respective dropdown menus. You can then choose what "From Name" will appear on the email, and fill out the Subject and Body.

From here, you can click the + button to add additional Actions. There is no limit to how many you can add. Once you are finished, click the Save button.

The configured Actions will now be shown in your Assign Actions pane. 

You can easily add, edit or delete  Actions anytime by clicking the Configure Actions button.


Setting up T/A Automations for a Project

You can setup the T/A Automations either when creating a new Project, or after the Project is created by editing an existing Project.

From the Project List, use the Options menu to select Edit.

Or, from inside the Project, you can always click the Edit icon.

Understanding the Project Trigger

This feature gives you the option of configuring Actions that will be triggered when a Project reaches 'Complete' status, whether set that way manually or by a configured Automation.

In the  Project Automations section, for example, you can set the Project to automatically change to 'Complete' status when all the Tasks in the Project have been marked as Complete.

So, regardless of how it happens, the Project reaching 'Complete' status is the Trigger that will activate the Automations you setup for the Project.

Configuring the Actions 

On the  Assign Actions pane, you will see a preview list of available Actions. Click the Configure Actions button to get started.

Click the  + button to bring out a list of available Actions. Each of these Actions will have a unique set of options.The fields shown will depend on which Action you choose.

Example: For  Send email notification to Contacts, you can choose multiple Contacts and/or Circles from the respective dropdown menus. You can then choose what "From Name" will appear on the email, and fill out the Subject and Body.

You're not limited to only one Action!! You can click the + button to add additional Actions. There is no limit to how many you can add. Once you are finished, click the Save button.

The configured  Actions will now be shown in your Assign Actions pane. 

You can easily add, edit or delete  Actions anytime by clicking the Configure Actions button.


Now go forth and AUTOMATE!

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