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.