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text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Setting Up Automations</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Completing Automations: Configuring the "Then" Step</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Completing Automations: Configuring the "Then" Step</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Complete your automation setup with "Then" steps. Customize Slack messages, emails, comments, tasks, and task updates!</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated this week</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" 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text-body-toc-inactive-color"></a></section><section data-testid="toc-section-8" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_c3db3775d6" href="#h_c3db3775d6" data-testid="toc-link-8" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-9" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_e396114404" href="#h_e396114404" data-testid="toc-link-9" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To complete your automation setup, proceed from adding the obligatory "<a href="https://help.productive.io/en/articles/8822202-triggers-in-automations">When</a>" step and optional "<a href="https://help.productive.io/en/articles/8822219-conditions-in-automations">Check if</a>" step to defining the "<b>Then</b>" step, which is the final stage in the process.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Think of the "<b>Then</b>" step as responsible for achieving the desired outcome once all conditions are met.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For example, if you want to notify your team in Slack whenever a specific team member completes or opens a task on a project, the corresponding action ("Then" step) would be "Send a Slack message". </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Note that you can add <b>multiple actions </b>("Then" steps) to your automation rule! <br/></p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Check out our <a href="https://help.productive.io/en/articles/8822365-automations-examples-and-best-practices">Automations: Examples and Best Practices</a> article for tips and practical examples to optimize your automation workflows.</p></div></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_660c52744c"><br/>Adding an Action to an Automation</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>1) First, you need to select and apply the "<a href="https://help.productive.io/en/articles/8822202-triggers-in-automations">When</a>" step and, if needed, add a "<a href="https://help.productive.io/en/articles/8822219-conditions-in-automations">Check if</a>" step.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1169793821/8d95d7923651f9bd08d3dcd1/Screenshot+2024-09-05+at+14_41_55.png?expires=1732418100&signature=3128bfaacbcefacc1078042d2017d8e2ba9574d4a1f680ce5b383b251545ea30&req=dSEhH853noldWPMW1HO4zaNZ%2B9XBsCwZKjNz5S082ohyGreSY%2FHPB034os7N%0AT%2FF0zCp3zWLxguDu4EA%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1169793821/8d95d7923651f9bd08d3dcd1/Screenshot+2024-09-05+at+14_41_55.png?expires=1732418100&signature=3128bfaacbcefacc1078042d2017d8e2ba9574d4a1f680ce5b383b251545ea30&req=dSEhH853noldWPMW1HO4zaNZ%2B9XBsCwZKjNz5S082ohyGreSY%2FHPB034os7N%0AT%2FF0zCp3zWLxguDu4EA%3D%0A" width="2916" height="1476"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>2) Select the "<b>Then</b>" option and select <b>Next.</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059570023/cbd97967fb37361c83c9d3d2/Screenshot+2024-05-23+at+12_11_05.png?expires=1732418100&signature=632c46c0a9bf151d0046a488e2a9cbf28d62c974df5b543384c9958ab9557553&req=dSAiH8x5nYFdWvMW1HO4zfLDwSPTQBT57UxWjnGTGHRlztYmMovdXauld239%0A45lijAEg25zz5Hmj%2FWM%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059570023/cbd97967fb37361c83c9d3d2/Screenshot+2024-05-23+at+12_11_05.png?expires=1732418100&signature=632c46c0a9bf151d0046a488e2a9cbf28d62c974df5b543384c9958ab9557553&req=dSAiH8x5nYFdWvMW1HO4zfLDwSPTQBT57UxWjnGTGHRlztYmMovdXauld239%0A45lijAEg25zz5Hmj%2FWM%3D%0A" width="2922" height="1458"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>3) Choose the desired <b>action type</b> (described below).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1169796910/b0183b65b76756e6fab28bee/Screenshot+2024-09-05+at+14_44_50.png?expires=1732418100&signature=2748129bcd3e2e79c2f88db283fe36c5237ec32b025ecdf2f414af043cff32e8&req=dSEhH853m4heWfMW1HO4zRH3zP7JDAQufcrxmu0oswF2o5hV7gn5QsFkFaEH%0AZzw4L88VQETElpiDoJI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1169796910/b0183b65b76756e6fab28bee/Screenshot+2024-09-05+at+14_44_50.png?expires=1732418100&signature=2748129bcd3e2e79c2f88db283fe36c5237ec32b025ecdf2f414af043cff32e8&req=dSEhH853m4heWfMW1HO4zRH3zP7JDAQufcrxmu0oswF2o5hV7gn5QsFkFaEH%0AZzw4L88VQETElpiDoJI%3D%0A" width="2922" height="1292"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>4) <b>Customize</b> the action parameters as required (depending on the action).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059573677/9be2f5f3061d833e5f8df2f6/Screenshot+2024-05-23+at+12_15_26.png?expires=1732418100&signature=f15866e4dfa4e721623b0bbd9362a74118a22b7197da32f8eeb6d3790e8dd581&req=dSAiH8x5nodYXvMW1HO4zZTnW09t%2BRrC1BKv7Pj000PQeNCXLKyYuGN6Br%2BG%0AQboR%2BE9f0ZC7EPEqbww%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059573677/9be2f5f3061d833e5f8df2f6/Screenshot+2024-05-23+at+12_15_26.png?expires=1732418100&signature=f15866e4dfa4e721623b0bbd9362a74118a22b7197da32f8eeb6d3790e8dd581&req=dSAiH8x5nodYXvMW1HO4zZTnW09t%2BRrC1BKv7Pj000PQeNCXLKyYuGN6Br%2BG%0AQboR%2BE9f0ZC7EPEqbww%3D%0A" width="1270" height="1256" style="width:550px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>5) <b>Save</b> the action when you're finished, and your automation is ready to be <a href="https://help.productive.io/en/articles/8822236-save-publish-and-edit-automations">saved and published</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059575174/338edd2f3a2758dfe0185eba/Screenshot+2024-05-23+at+12_16_55.png?expires=1732418100&signature=5e39cadece86461bd499d132cecda2e4c19350d1dadfde8acd2c1e3861e38d44&req=dSAiH8x5mIBYXfMW1HO4zZdOn5ZNQKrcv8zSbRatLCJxkB4V%2BJYrj9QEDt%2Fx%0AYfkVk%2FLp5ozldgazsYw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059575174/338edd2f3a2758dfe0185eba/Screenshot+2024-05-23+at+12_16_55.png?expires=1732418100&signature=5e39cadece86461bd499d132cecda2e4c19350d1dadfde8acd2c1e3861e38d44&req=dSAiH8x5mIBYXfMW1HO4zZdOn5ZNQKrcv8zSbRatLCJxkB4V%2BJYrj9QEDt%2Fx%0AYfkVk%2FLp5ozldgazsYw%3D%0A" width="2662" height="1468"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_3b35deed72">Action Types</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>There are several actions available for your automation. Let's explore each one:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_689ce98208">Send Slack Message</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once triggered, the Automation will send a message to one of your Slack channels. For this to work, you need to set up <a href="https://help.productive.io/en/articles/5200459-integration-for-slack">the Slack integration</a> first.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1059577650/224981bc68316d61d7963fc6/Screenshot+2024-05-23+at+12_19_56.png?expires=1732418100&signature=f9be0a17efe51c1754c11266a187ea16d63753b25542e3fb31b2267d595036f8&req=dSAiH8x5modaWfMW1HO4zdMSk21dNKLQPJZWUs%2BkOlEWX2DUFsn4jAzxCIvt%0ArrlObzSjycP0atWyljc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059577650/224981bc68316d61d7963fc6/Screenshot+2024-05-23+at+12_19_56.png?expires=1732418100&signature=f9be0a17efe51c1754c11266a187ea16d63753b25542e3fb31b2267d595036f8&req=dSAiH8x5modaWfMW1HO4zdMSk21dNKLQPJZWUs%2BkOlEWX2DUFsn4jAzxCIvt%0ArrlObzSjycP0atWyljc%3D%0A" width="1958" height="1408" style="width:500px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_afea3b962d">Send Email</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This action allows you to send emails to any recipients informing them of work progress.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can customize the email content and use it to notify individuals who do not receive Productive notifications.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/993324393/54597e203a3fae44f9164c52/Screenshot+2024-03-16+at+09_10_05.png?expires=1732418100&signature=ee5a95a88c1a8e4bb9e50afceb383229b9cb3495074b362e653d8d77e883e47f&req=fSkkFct6nohcFb4f3HP0gDyx3Pp4SsB9DMWP282sexWFlJ1%2BNPpG9x32KMv0%0Ax8aDaqFy5xGmhj6J8A%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/993324393/54597e203a3fae44f9164c52/Screenshot+2024-03-16+at+09_10_05.png?expires=1732418100&signature=ee5a95a88c1a8e4bb9e50afceb383229b9cb3495074b362e653d8d77e883e47f&req=fSkkFct6nohcFb4f3HP0gDyx3Pp4SsB9DMWP282sexWFlJ1%2BNPpG9x32KMv0%0Ax8aDaqFy5xGmhj6J8A%3D%3D%0A" width="2048" height="1472" style="width:500px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#e3e7fa80;border-color:#334bfa33"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Tip</b>: if you want the email to be sent from <b>a custom email address </b>(other than the default <a href="mailto:noreply@outbox.productive.io" rel="nofollow noopener noreferrer" target="_blank">noreply@outbox.productive.io</a>), you can set up a <a href="https://help.productive.io/en/articles/4923236-custom-invoicing-settings">custom sender email address</a>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1169831794/b4a21132adb391931c01ff8c/Screenshot+2024-09-05+at+15_09_30.png?expires=1732418100&signature=75f8f45c91db6a3b9374a84dfcb546e5a15ca45bc180727a3a4ad6981c85cf19&req=dSEhH8F9nIZWXfMW1HO4zTX9svyUysoAjmlGxEy7Y3w53lc8HmO8vBOARZtf%0APn5MApSqsTpJ%2BKEYBhI%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1169831794/b4a21132adb391931c01ff8c/Screenshot+2024-09-05+at+15_09_30.png?expires=1732418100&signature=75f8f45c91db6a3b9374a84dfcb546e5a15ca45bc180727a3a4ad6981c85cf19&req=dSEhH8F9nIZWXfMW1HO4zTX9svyUysoAjmlGxEy7Y3w53lc8HmO8vBOARZtf%0APn5MApSqsTpJ%2BKEYBhI%3D%0A" width="1832" height="1582"/></a></div></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_bfd44d04c1">Create Comment</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This action allows you to create an automated comment on either a task, deal, budget or invoice.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>Note that if your trigger is <b>creating a</b> <b>task</b>, the "Create comment" action can only add a comment to a <b>task</b>, and not on a budget, deal, or an invoice, meaning <b>the action is trigger-specific.</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/993331292/61f109a8e367883c5d41db6d/Screenshot+2024-03-16+at+09_30_37.png?expires=1732418100&signature=481e6335292d90085adce8d389cd8c86d0fd07ccdb88bdad389dc91eceaab0d1&req=fSkkFcp%2Fn4hdFb4f3HP0gD%2Bn8RkcBydbLC52e9LxGZ4XSxEZasmjOmdOKnrH%0A6eFGNS1c%2BlpOqGUhUA%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/993331292/61f109a8e367883c5d41db6d/Screenshot+2024-03-16+at+09_30_37.png?expires=1732418100&signature=481e6335292d90085adce8d389cd8c86d0fd07ccdb88bdad389dc91eceaab0d1&req=fSkkFcp%2Fn4hdFb4f3HP0gD%2Bn8RkcBydbLC52e9LxGZ4XSxEZasmjOmdOKnrH%0A6eFGNS1c%2BlpOqGUhUA%3D%3D%0A" width="1468" height="1298" style="width:480px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p></p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_3f03a9685c">Create Task</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This action lets you create <b>a new task</b>. You can specify whether the new task will be visible to everyone or only to the task subscribers you define (note the padlock icon at the top 🔒).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can also set <b>custom field values for the task </b>as part of the automation. For more details on how to use custom fields in this action, check out our guide on <a href="https://help.productive.io/en/articles/10091471-automations-set-custom-field-values-for-tasks">Setting Custom Field Values for Tasks</a>.<br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For example, you can set up an automation to create a task in a different project (Project B) whenever a milestone in Project A is completed, ensuring that relevant team members across projects are kept informed and that tasks are completed efficiently.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059592369/9bb3232bbf69ecb136357604/Screenshot+2024-05-23+at+12_33_41.png?expires=1732418100&signature=9f98096b004bc47680d8d96a2ccf869192c7d3f0b942167b13a389b502fef93b&req=dSAiH8x3n4JZUPMW1HO4zex%2FSHPXEzAp%2F%2BxovB7xFsi9g2ziqu6vugvNkq6E%0AnOrGZE2wSUrsRoMIIOY%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059592369/9bb3232bbf69ecb136357604/Screenshot+2024-05-23+at+12_33_41.png?expires=1732418100&signature=9f98096b004bc47680d8d96a2ccf869192c7d3f0b942167b13a389b502fef93b&req=dSAiH8x3n4JZUPMW1HO4zex%2FSHPXEzAp%2F%2BxovB7xFsi9g2ziqu6vugvNkq6E%0AnOrGZE2wSUrsRoMIIOY%3D%0A" width="2590" height="1492"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_982a6fc686">Update Task</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This action allows you to make changes to the selected task.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>It becomes available when you've previously specified <b>a task as a trigger</b> (in the "When" step) or added a "<b>Create Task</b>" action in one of your previous steps.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can now also u<b>pdate custom field values </b>as part of the task update process. For a detailed explanation of how to configure this, see our guide on <a href="https://help.productive.io/en/articles/10091471-automations-set-custom-field-values-for-tasks">Setting Custom Field Values for Tasks.</a></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241969843/b8eb221330059e5eef6b5302e135/Screenshot+2024-11-06+at+16_31_56.png?expires=1732418100&signature=dc2c03522708c64ccb07b917cac37dad39cc5f403f171b81de1066fe4c2dfb3f&req=dSIjF8B4lIlbWvMW1HO4zaHOv28mBYRFpRZ%2FTpwDt%2FG8luhMCep2zv7RljmM%0AyVLMTuBB4ws8W6uARbc%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241969843/b8eb221330059e5eef6b5302e135/Screenshot+2024-11-06+at+16_31_56.png?expires=1732418100&signature=dc2c03522708c64ccb07b917cac37dad39cc5f403f171b81de1066fe4c2dfb3f&req=dSIjF8B4lIlbWvMW1HO4zaHOv28mBYRFpRZ%2FTpwDt%2FG8luhMCep2zv7RljmM%0AyVLMTuBB4ws8W6uARbc%3D%0A" width="2700" height="1484"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_91c578f660">Create TODOs</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This action allows you to trigger the creation of TO-DOs <b>within tasks or deals</b>.</p></div><div class="intercom-interblocks-unordered-nested-list"><ul><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For <b>tasks and deals</b>, you can specify the TO-DO content (i.e., what needs to be done) and assign responsibility by selecting an assignee. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1169816602/6758213424a0bebbbe55f5e0/Screenshot+2024-09-05+at+14_59_38.png?expires=1732418100&signature=ef2ca705e1cad2181383566271f6a673a8cb13aaa87dcc24adaf5e07bdc73435&req=dSEhH8F%2Fm4dfW%2FMW1HO4zWb2Phw8FDiLGAsy%2BDf7Niqm0g3SwgdGLVi4rli6%0AV9Ys%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1169816602/6758213424a0bebbbe55f5e0/Screenshot+2024-09-05+at+14_59_38.png?expires=1732418100&signature=ef2ca705e1cad2181383566271f6a673a8cb13aaa87dcc24adaf5e07bdc73435&req=dSEhH8F%2Fm4dfW%2FMW1HO4zWb2Phw8FDiLGAsy%2BDf7Niqm0g3SwgdGLVi4rli6%0AV9Ys%0A" width="2924" height="1482"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the case of <b>deals</b>, you also have the option to <b>set a due date</b>, including <a href="https://help.productive.io/en/articles/9465990-leveraging-relative-date-fields-in-automations">relative dates</a> (e.g., "in 3 days" or "next Monday"). </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1169819996/472fc96e1c3b83bb5321c42a/Screenshot+2024-09-05+at+15_02_38.png?expires=1732418100&signature=7c018342fc169068913d4c2608a949b701b476f3b1e5874daa1209f5c549f330&req=dSEhH8F%2FlIhWX%2FMW1HO4zeWikL%2BbVyc0%2BhFwUF1%2BedlLeGUWI3903clA5%2F5h%0AgmpN%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1169819996/472fc96e1c3b83bb5321c42a/Screenshot+2024-09-05+at+15_02_38.png?expires=1732418100&signature=7c018342fc169068913d4c2608a949b701b476f3b1e5874daa1209f5c549f330&req=dSEhH8F%2FlIhWX%2FMW1HO4zeWikL%2BbVyc0%2BhFwUF1%2BedlLeGUWI3903clA5%2F5h%0AgmpN%0A" width="2910" height="1162"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Both <b>tasks and deals</b> allow you to assign TO-DOs to <b>a specific person</b>, a <a href="https://help.productive.io/en/articles/9466453-understanding-relative-person-fields-in-automations">relative assignee</a> (e.g., the person who triggered the automation or the project manager), or <b>leave them unassigned</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li></ul></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_c3db3775d6">Create Invoices</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This step allows you to create an invoice automatically based on the specified conditions in your automation setup. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>For more details, please refer to our guide on <a href="https://help.productive.io/en/articles/9997575-automating-invoice-creation">Creating Invoices with Automations</a>.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241936171/3aae88967db3f2c5abe7643c7ba6/Screenshot+2024-11-06+at+16_10_08.png?expires=1732418100&signature=4183601483f93ff31ae3b73da8c3e734ec735dbd8d35134525f3d479aa528a52&req=dSIjF8B9m4BYWPMW1HO4zSluMA1lzUnka5hV4e%2FFxm60lmZnze2yc0b6p9bw%0A%2BJ4Qi%2FkhJz%2BGplgDiYs%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241936171/3aae88967db3f2c5abe7643c7ba6/Screenshot+2024-11-06+at+16_10_08.png?expires=1732418100&signature=4183601483f93ff31ae3b73da8c3e734ec735dbd8d35134525f3d479aa528a52&req=dSIjF8B9m4BYWPMW1HO4zSluMA1lzUnka5hV4e%2FFxm60lmZnze2yc0b6p9bw%0A%2BJ4Qi%2FkhJz%2BGplgDiYs%3D%0A" width="2612" height="1408"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_e396114404">Attribute Mentioning</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When defining the action, you can include some of the <b>attributes</b> from previous steps in the Slack, comment, or task message body, as well as the subject and body of an email.<br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can find out more about <b>attribute mentioning</b> in Automations <a href="https://help.productive.io/en/articles/8593185-attribute-mentioning-in-automations">here</a>. <br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1059615907/ef5e30f1256eb5e6e530ea1f/Screenshot+2024-05-23+at+13_02_32.png?expires=1732418100&signature=a70d988f09e73e870fe94e308c01a5aa440219f328bb151f9fe4e9b8cf66adf9&req=dSAiH89%2FmIhfXvMW1HO4zduVZjlX6rLPE8a5F7hGs%2BAPa19nhLJflb50KRIa%0AM%2Bjv3v5c0szV1tnFKqw%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1059615907/ef5e30f1256eb5e6e530ea1f/Screenshot+2024-05-23+at+13_02_32.png?expires=1732418100&signature=a70d988f09e73e870fe94e308c01a5aa440219f328bb151f9fe4e9b8cf66adf9&req=dSAiH89%2FmIhfXvMW1HO4zduVZjlX6rLPE8a5F7hGs%2BAPa19nhLJflb50KRIa%0AM%2Bjv3v5c0szV1tnFKqw%3D%0A" width="1566" height="1556"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-callout" style="background-color:#feedaf80;border-color:#fbc91633"><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Note</b>: When setting up your automation, ensure you pay attention to <b>the numerical values assigned to tasks, deals, budgets, and projects</b>. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This attention to detail will help you accurately specify which tasks or projects should be included in the actions and conditions of your automation rules. </p></div></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"209da1fe-c7ed-4cac-bfd4-90678fa2804e","role":"visitor_role"},"articleContent":{"articleId":"8822225","author":null,"blocks":[{"type":"paragraph","text":"To complete your automation setup, proceed from adding the obligatory \"\u003ca href=\"https://help.productive.io/en/articles/8822202-triggers-in-automations\"\u003eWhen\u003c/a\u003e\" step and optional \"\u003ca href=\"https://help.productive.io/en/articles/8822219-conditions-in-automations\"\u003eCheck if\u003c/a\u003e\" step to defining the \"\u003cb\u003eThen\u003c/b\u003e\" step, which is the final stage in the process.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Think of the \"\u003cb\u003eThen\u003c/b\u003e\" step as responsible for achieving the desired outcome once all conditions are met.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For example, if you want to notify your team in Slack whenever a specific team member completes or opens a task on a project, the corresponding action (\"Then\" step) would be \"Send a Slack message\". ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Note that you can add \u003cb\u003emultiple actions \u003c/b\u003e(\"Then\" steps) to your automation rule! \u003cbr\u003e","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"Check out our \u003ca href=\"https://help.productive.io/en/articles/8822365-automations-examples-and-best-practices\"\u003eAutomations: Examples and Best Practices\u003c/a\u003e article for tips and practical examples to optimize your automation workflows.","class":"no-margin"}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"heading","text":"\u003cbr\u003eAdding an Action to an Automation","idAttribute":"h_660c52744c"},{"type":"paragraph","text":"1) First, you need to select and apply the \"\u003ca href=\"https://help.productive.io/en/articles/8822202-triggers-in-automations\"\u003eWhen\u003c/a\u003e\" step and, if needed, add a \"\u003ca href=\"https://help.productive.io/en/articles/8822219-conditions-in-automations\"\u003eCheck if\u003c/a\u003e\" step.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1169793821/8d95d7923651f9bd08d3dcd1/Screenshot+2024-09-05+at+14_41_55.png?expires=1732418100\u0026signature=3128bfaacbcefacc1078042d2017d8e2ba9574d4a1f680ce5b383b251545ea30\u0026req=dSEhH853noldWPMW1HO4zaNZ%2B9XBsCwZKjNz5S082ohyGreSY%2FHPB034os7N%0AT%2FF0zCp3zWLxguDu4EA%3D%0A","width":2916,"height":1476},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"2) Select the \"\u003cb\u003eThen\u003c/b\u003e\" option and select \u003cb\u003eNext.\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059570023/cbd97967fb37361c83c9d3d2/Screenshot+2024-05-23+at+12_11_05.png?expires=1732418100\u0026signature=632c46c0a9bf151d0046a488e2a9cbf28d62c974df5b543384c9958ab9557553\u0026req=dSAiH8x5nYFdWvMW1HO4zfLDwSPTQBT57UxWjnGTGHRlztYmMovdXauld239%0A45lijAEg25zz5Hmj%2FWM%3D%0A","width":2922,"height":1458},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"3) Choose the desired \u003cb\u003eaction type\u003c/b\u003e (described below).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1169796910/b0183b65b76756e6fab28bee/Screenshot+2024-09-05+at+14_44_50.png?expires=1732418100\u0026signature=2748129bcd3e2e79c2f88db283fe36c5237ec32b025ecdf2f414af043cff32e8\u0026req=dSEhH853m4heWfMW1HO4zRH3zP7JDAQufcrxmu0oswF2o5hV7gn5QsFkFaEH%0AZzw4L88VQETElpiDoJI%3D%0A","width":2922,"height":1292},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"4) \u003cb\u003eCustomize\u003c/b\u003e the action parameters as required (depending on the action).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059573677/9be2f5f3061d833e5f8df2f6/Screenshot+2024-05-23+at+12_15_26.png?expires=1732418100\u0026signature=f15866e4dfa4e721623b0bbd9362a74118a22b7197da32f8eeb6d3790e8dd581\u0026req=dSAiH8x5nodYXvMW1HO4zZTnW09t%2BRrC1BKv7Pj000PQeNCXLKyYuGN6Br%2BG%0AQboR%2BE9f0ZC7EPEqbww%3D%0A","width":1270,"height":1256,"displayWidth":550,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"5) \u003cb\u003eSave\u003c/b\u003e the action when you're finished, and your automation is ready to be \u003ca href=\"https://help.productive.io/en/articles/8822236-save-publish-and-edit-automations\"\u003esaved and published\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059575174/338edd2f3a2758dfe0185eba/Screenshot+2024-05-23+at+12_16_55.png?expires=1732418100\u0026signature=5e39cadece86461bd499d132cecda2e4c19350d1dadfde8acd2c1e3861e38d44\u0026req=dSAiH8x5mIBYXfMW1HO4zZdOn5ZNQKrcv8zSbRatLCJxkB4V%2BJYrj9QEDt%2Fx%0AYfkVk%2FLp5ozldgazsYw%3D%0A","width":2662,"height":1468},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Action Types","idAttribute":"h_3b35deed72"},{"type":"paragraph","text":"There are several actions available for your automation. Let's explore each one:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Send Slack Message","idAttribute":"h_689ce98208"},{"type":"paragraph","text":"Once triggered, the Automation will send a message to one of your Slack channels. For this to work, you need to set up \u003ca href=\"https://help.productive.io/en/articles/5200459-integration-for-slack\"\u003ethe Slack integration\u003c/a\u003e first.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059577650/224981bc68316d61d7963fc6/Screenshot+2024-05-23+at+12_19_56.png?expires=1732418100\u0026signature=f9be0a17efe51c1754c11266a187ea16d63753b25542e3fb31b2267d595036f8\u0026req=dSAiH8x5modaWfMW1HO4zdMSk21dNKLQPJZWUs%2BkOlEWX2DUFsn4jAzxCIvt%0ArrlObzSjycP0atWyljc%3D%0A","width":1958,"height":1408,"displayWidth":500,"align":"center"},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"},{"type":"subheading","text":"Send Email","idAttribute":"h_afea3b962d"},{"type":"paragraph","text":"This action allows you to send emails to any recipients informing them of work progress.","class":"no-margin"},{"type":"paragraph","text":"You can customize the email content and use it to notify individuals who do not receive Productive notifications.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/993324393/54597e203a3fae44f9164c52/Screenshot+2024-03-16+at+09_10_05.png?expires=1732418100\u0026signature=ee5a95a88c1a8e4bb9e50afceb383229b9cb3495074b362e653d8d77e883e47f\u0026req=fSkkFct6nohcFb4f3HP0gDyx3Pp4SsB9DMWP282sexWFlJ1%2BNPpG9x32KMv0%0Ax8aDaqFy5xGmhj6J8A%3D%3D%0A","width":2048,"height":1472,"displayWidth":500,"align":"center"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eTip\u003c/b\u003e: if you want the email to be sent from \u003cb\u003ea custom email address \u003c/b\u003e(other than the default \u003ca href=\"mailto:noreply@outbox.productive.io\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003enoreply@outbox.productive.io\u003c/a\u003e), you can set up a \u003ca href=\"https://help.productive.io/en/articles/4923236-custom-invoicing-settings\"\u003ecustom sender email address\u003c/a\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1169831794/b4a21132adb391931c01ff8c/Screenshot+2024-09-05+at+15_09_30.png?expires=1732418100\u0026signature=75f8f45c91db6a3b9374a84dfcb546e5a15ca45bc180727a3a4ad6981c85cf19\u0026req=dSEhH8F9nIZWXfMW1HO4zTX9svyUysoAjmlGxEy7Y3w53lc8HmO8vBOARZtf%0APn5MApSqsTpJ%2BKEYBhI%3D%0A","width":1832,"height":1582}],"style":{"backgroundColor":"#e3e7fa80","borderColor":"#334bfa33"}},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Create Comment","idAttribute":"h_bfd44d04c1"},{"type":"paragraph","text":"This action allows you to create an automated comment on either a task, deal, budget or invoice.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eNote that if your trigger is \u003cb\u003ecreating a\u003c/b\u003e \u003cb\u003etask\u003c/b\u003e, the \"Create comment\" action can only add a comment to a \u003cb\u003etask\u003c/b\u003e, and not on a budget, deal, or an invoice, meaning \u003cb\u003ethe action is trigger-specific.\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/993331292/61f109a8e367883c5d41db6d/Screenshot+2024-03-16+at+09_30_37.png?expires=1732418100\u0026signature=481e6335292d90085adce8d389cd8c86d0fd07ccdb88bdad389dc91eceaab0d1\u0026req=fSkkFcp%2Fn4hdFb4f3HP0gD%2Bn8RkcBydbLC52e9LxGZ4XSxEZasmjOmdOKnrH%0A6eFGNS1c%2BlpOqGUhUA%3D%3D%0A","width":1468,"height":1298,"displayWidth":480,"align":"center"},{"type":"paragraph","text":"","class":"no-margin"},{"type":"subheading","text":"Create Task","idAttribute":"h_3f03a9685c"},{"type":"paragraph","text":"This action lets you create \u003cb\u003ea new task\u003c/b\u003e. You can specify whether the new task will be visible to everyone or only to the task subscribers you define (note the padlock icon at the top 🔒).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can also set \u003cb\u003ecustom field values for the task \u003c/b\u003eas part of the automation. For more details on how to use custom fields in this action, check out our guide on \u003ca href=\"https://help.productive.io/en/articles/10091471-automations-set-custom-field-values-for-tasks\"\u003eSetting Custom Field Values for Tasks\u003c/a\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"For example, you can set up an automation to create a task in a different project (Project B) whenever a milestone in Project A is completed, ensuring that relevant team members across projects are kept informed and that tasks are completed efficiently.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059592369/9bb3232bbf69ecb136357604/Screenshot+2024-05-23+at+12_33_41.png?expires=1732418100\u0026signature=9f98096b004bc47680d8d96a2ccf869192c7d3f0b942167b13a389b502fef93b\u0026req=dSAiH8x3n4JZUPMW1HO4zex%2FSHPXEzAp%2F%2BxovB7xFsi9g2ziqu6vugvNkq6E%0AnOrGZE2wSUrsRoMIIOY%3D%0A","width":2590,"height":1492},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Update Task","idAttribute":"h_982a6fc686"},{"type":"paragraph","text":"This action allows you to make changes to the selected task.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"It becomes available when you've previously specified \u003cb\u003ea task as a trigger\u003c/b\u003e (in the \"When\" step) or added a \"\u003cb\u003eCreate Task\u003c/b\u003e\" action in one of your previous steps.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can now also u\u003cb\u003epdate custom field values \u003c/b\u003eas part of the task update process. For a detailed explanation of how to configure this, see our guide on \u003ca href=\"https://help.productive.io/en/articles/10091471-automations-set-custom-field-values-for-tasks\"\u003eSetting Custom Field Values for Tasks.\u003c/a\u003e","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241969843/b8eb221330059e5eef6b5302e135/Screenshot+2024-11-06+at+16_31_56.png?expires=1732418100\u0026signature=dc2c03522708c64ccb07b917cac37dad39cc5f403f171b81de1066fe4c2dfb3f\u0026req=dSIjF8B4lIlbWvMW1HO4zaHOv28mBYRFpRZ%2FTpwDt%2FG8luhMCep2zv7RljmM%0AyVLMTuBB4ws8W6uARbc%3D%0A","width":2700,"height":1484},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"Create TODOs","idAttribute":"h_91c578f660"},{"type":"paragraph","text":"This action allows you to trigger the creation of TO-DOs \u003cb\u003ewithin tasks or deals\u003c/b\u003e.","class":"no-margin"},{"type":"unorderedNestedList","text":"- For \u003cb\u003etasks and deals\u003c/b\u003e, you can specify the TO-DO content (i.e., what needs to be done) and assign responsibility by selecting an assignee. \n \n \n \n- In the case of \u003cb\u003edeals\u003c/b\u003e, you also have the option to \u003cb\u003eset a due date\u003c/b\u003e, including \u003ca href=\"https://help.productive.io/en/articles/9465990-leveraging-relative-date-fields-in-automations\"\u003erelative dates\u003c/a\u003e (e.g., \"in 3 days\" or \"next Monday\"). \n \n \n \n- Both \u003cb\u003etasks and deals\u003c/b\u003e allow you to assign TO-DOs to \u003cb\u003ea specific person\u003c/b\u003e, a \u003ca href=\"https://help.productive.io/en/articles/9466453-understanding-relative-person-fields-in-automations\"\u003erelative assignee\u003c/a\u003e (e.g., the person who triggered the automation or the project manager), or \u003cb\u003eleave them unassigned\u003c/b\u003e.\n ","items":[{"content":[{"type":"paragraph","text":"For \u003cb\u003etasks and deals\u003c/b\u003e, you can specify the TO-DO content (i.e., what needs to be done) and assign responsibility by selecting an assignee. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1169816602/6758213424a0bebbbe55f5e0/Screenshot+2024-09-05+at+14_59_38.png?expires=1732418100\u0026signature=ef2ca705e1cad2181383566271f6a673a8cb13aaa87dcc24adaf5e07bdc73435\u0026req=dSEhH8F%2Fm4dfW%2FMW1HO4zWb2Phw8FDiLGAsy%2BDf7Niqm0g3SwgdGLVi4rli6%0AV9Ys%0A","width":2924,"height":1482},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"In the case of \u003cb\u003edeals\u003c/b\u003e, you also have the option to \u003cb\u003eset a due date\u003c/b\u003e, including \u003ca href=\"https://help.productive.io/en/articles/9465990-leveraging-relative-date-fields-in-automations\"\u003erelative dates\u003c/a\u003e (e.g., \"in 3 days\" or \"next Monday\"). ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1169819996/472fc96e1c3b83bb5321c42a/Screenshot+2024-09-05+at+15_02_38.png?expires=1732418100\u0026signature=7c018342fc169068913d4c2608a949b701b476f3b1e5874daa1209f5c549f330\u0026req=dSEhH8F%2FlIhWX%2FMW1HO4zeWikL%2BbVyc0%2BhFwUF1%2BedlLeGUWI3903clA5%2F5h%0AgmpN%0A","width":2910,"height":1162},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"Both \u003cb\u003etasks and deals\u003c/b\u003e allow you to assign TO-DOs to \u003cb\u003ea specific person\u003c/b\u003e, a \u003ca href=\"https://help.productive.io/en/articles/9466453-understanding-relative-person-fields-in-automations\"\u003erelative assignee\u003c/a\u003e (e.g., the person who triggered the automation or the project manager), or \u003cb\u003eleave them unassigned\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]}]},{"type":"subheading","text":"Create Invoices","idAttribute":"h_c3db3775d6"},{"type":"paragraph","text":"This step allows you to create an invoice automatically based on the specified conditions in your automation setup. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"For more details, please refer to our guide on \u003ca href=\"https://help.productive.io/en/articles/9997575-automating-invoice-creation\"\u003eCreating Invoices with Automations\u003c/a\u003e.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/fb4269c7d05ac700cbaddefb7bd5862f69a2b21b/1241936171/3aae88967db3f2c5abe7643c7ba6/Screenshot+2024-11-06+at+16_10_08.png?expires=1732418100\u0026signature=4183601483f93ff31ae3b73da8c3e734ec735dbd8d35134525f3d479aa528a52\u0026req=dSIjF8B9m4BYWPMW1HO4zSluMA1lzUnka5hV4e%2FFxm60lmZnze2yc0b6p9bw%0A%2BJ4Qi%2FkhJz%2BGplgDiYs%3D%0A","width":2612,"height":1408},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Attribute Mentioning","idAttribute":"h_e396114404"},{"type":"paragraph","text":"When defining the action, you can include some of the \u003cb\u003eattributes\u003c/b\u003e from previous steps in the Slack, comment, or task message body, as well as the subject and body of an email.\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"You can find out more about \u003cb\u003eattribute mentioning\u003c/b\u003e in Automations \u003ca href=\"https://help.productive.io/en/articles/8593185-attribute-mentioning-in-automations\"\u003ehere\u003c/a\u003e. \u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1059615907/ef5e30f1256eb5e6e530ea1f/Screenshot+2024-05-23+at+13_02_32.png?expires=1732418100\u0026signature=a70d988f09e73e870fe94e308c01a5aa440219f328bb151f9fe4e9b8cf66adf9\u0026req=dSAiH89%2FmIhfXvMW1HO4zduVZjlX6rLPE8a5F7hGs%2BAPa19nhLJflb50KRIa%0AM%2Bjv3v5c0szV1tnFKqw%3D%0A","width":1566,"height":1556},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"callout","content":[{"type":"paragraph","text":"\u003cb\u003eNote\u003c/b\u003e: When setting up your automation, ensure you pay attention to \u003cb\u003ethe numerical values assigned to tasks, deals, budgets, and projects\u003c/b\u003e. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This attention to detail will help you accurately specify which tasks or projects should be included in the actions and conditions of your automation rules. ","class":"no-margin"}],"style":{"backgroundColor":"#feedaf80","borderColor":"#fbc91633"}}],"collectionId":"9586776","description":"Complete your automation setup with \"Then\" steps. 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