1. Flowlu
  2. Flowlu Help Center
  3. Projects
  4. Project Automation
  5. Action: Create Task

Action: Create Task

1. To add a task automatically, click the "Create" button and select "Task."

2. Enter a name for your automation. This should briefly outline your automated action. For example, "A Task to the Accountant". It will be displayed on the automation board.

3. In the Run field, choose a time when specific action (sending notification) will occur:

  • Immediately.
  • X minutes/days/hours after the Current time, End Date.
  • X minutes/days/hours before the End Date.

    4. Add the condition that must be met for your rule to continue running. For instance, the task should be created only if the project amount is more than $5.000. To create a condition, select a project field and custom values for the condition. 

      5. After previous automation rule. You may set up the sequence of automation rules. This option empowers you to create a sequence of actions when your rule shouldn’t be run before the previous rule is applied.

      6. If you want an automation rule to be considered completed only after the task is completed (not after it is created), check the corresponding option.

      7. Add a name and a description of your task. In Flowlu, you can automatically replace data with information provided in the project, by which this task will be created. To do it, use variables that can be found by clicking on "three dots" button on the right. All main fields of the project as well as custom fields can be used in the variables.

      8. Enter the start and end dates of the task:

      • Current time
      • N minutes/hours/day after the current time, start/end date of the project, as well as Completed and Opened dates for tasks.
      • N minutes/hours/day before the current time, start/end date ofthe project, as well as Completed and Opened dates for tasks.
      • Project Start date or End date, as well as Completed and Opened dates for tasks.

      9. If necessary, enter the estimated time.

      10. Add an assignee. For example, use the "Project: Manager" variable to automatically place the required responsible person from each project.

      11. Select Save to apply your changes.

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