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

Action: Issue

For each project, you can create its own list of issues. If you want an issue to be created automatically, you can set up an automation for such a case. 

1. To add an issue automatically, click the "Create" button and select "Issue".

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

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

  • Immediately. The automation rule is run immediately after the stage/status change.
  • X minutes/days/hours after the Current time, End Date or the Start Date, Created and Modified, as well as Completed and Opened dates for tasks. For example, the issue is to be created in 5 days after the current time.
  • X minutes/days/hours before the End Date or the Start Date. Automation is run the specified number of minutes (hours, days) before the specified date. For example, the issue is to be created 1 day before the project end date.
  • Exact time — select the Start date or the End date, Created and Modified, as well as Completed and Opened dates for issue. The automation is run exactly at a specified time, for example, on the project deadline.

4. Add the condition that must be met for your rule to continue running. For instance, the issue 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 issue. In Flowlu, you can automatically replace data with information provided in the project, by which this issue 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. Add the type, priority, assignee, estimation and category of the issue if necessary. 

    11. Select Save to apply your changes.

    Previous Action: Change Stage
    Next Project Portfolio