Automations and Task Rules
5.3 Automations and Task Rules
ACTIONBRIDGE supports flexible automations to streamline repetitive workflows and reduce manual work. You can define rules that trigger actions when certain conditions are met, helping your team stay productive and consistent.
What Are Automations?
- Automations are “if-this-then-that” style rules that monitor task changes and take defined actions.
- They can be set at the project level by admins or managers.
- All automation activity is logged for transparency and auditability.
Common Use Cases
- Auto-assign: When a task is marked as “Bug,” assign it to the QA lead.
- Notify: When priority is set to “Critical,” send a Teams notification to the entire team.
- Remind: If a task is still “In Progress” 3 days before the due date, remind the assignee.
- Reopen: Automatically reopen tasks marked as “Done” if a new comment is added.
How to Set Up Automations
- Go to Project Settings → Automations.
- Click Add Rule and define:
- Trigger: e.g., “Task status changes”
- Condition: e.g., “Status = Done”
- Action: e.g., “Send notification”
- You can add multiple conditions and actions per rule.
Tips
- Start with simple rules and test them before enabling at scale.
- Use automations to enforce team policies (e.g., deadline enforcement, reassignment rules).
- Review automation logs to monitor what actions are being triggered and why.
Automations in ACTIONBRIDGE empower your team to work smarter by handling routine operations in the background — so you can focus on high-impact work.
Sho Shimoda
Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.Category
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Sho Shimoda
Spending more time creating help content than writing code — but only because making things easier is part of the product. Sho bridges engineering with user success, ensuring that every feature is not only powerful but also understandable. With a background in software development, AI integration, and product design, he now focuses on crafting systems where users don’t need to ask for help — but find it when they do.
Koki Nin
Managing code, chasing after enhancements — and sometimes chasing bugs that turned out to be features. Koki is at the heart of the product’s technical evolution, turning feedback into fixes, and specs into shippable reality. He thrives where architecture meets iteration, always pushing for cleaner code and smoother experiences.
Yasushi Motoki
Helping users start strong with ACTIONBRIDGE. Yasushi leads the onboarding experience, translating product complexity into clarity. Whether guiding first-time users or supporting enterprise rollouts, he ensures every team gets value from day one — and knows exactly where to go next.