What's in this Article
Automation rules can be added to tasks or subtasks/client requests.
Refer to the Add an Automation Rule to a Task or Subtask article for information on how to add and set up automation rules.
Edit an Automation Rule
1. Navigate to a relevant task's workspace.
- Click Work on the global navigation bar.
- Choose Tasks List from the secondary navigation menu.
- Click on a Task name to navigate to that task's workspace.
2. Click on the Options menu in line with the automation rule you want to edit.
- Automation rules related to the Task are visible in the Automation tab.
- Automation rules related to Subtasks are visible when you click on the subtask to open the expanded view. Automation rules are identified by the in-line lightning bolt icon.
3. Select Edit from the pop-out menu.
4. Make any changes to the automation.
Small Edits vs. Large Edits: Editing is typically done for small changes such as correcting an email or selecting a different template or date type. To make more extensive changes to the automation, you may want to refer to the Add an Automation Rule to a Task or Subtask article to better understand all of the automation options.
5. Click Save automation to confirm your changes.
Delete an Automation Rule
1. Navigate to a relevant task's task workspace.
- Click Work on the global navigation bar.
- Choose Tasks List from the secondary navigation menu.
- Click on a Task name to navigate to that task's workspace.
2. Click on the Options menu in line with the automation rule you want to delete.
- Automation rules related to the Task are visible in the Automation tab.
- Automation rules related to Subtasks are visible when you click on the subtask to open the expanded view. Automation rules are identified by the in-line lightning bolt icon.
3. Select Delete from the pop-out menu.
There's No Going Back: Before clicking Delete, make sure that you've selected the automation you want to delete. Once you've deleted an automation, you'll have to recreate the automation to restore it.