Common Automation Rules: Here are some examples of how you might want to use automation to improve your workflow.
| Rule Type | Setup Image |
| When the task or subtask has a status of X, then take an action (send a client email or record a date) | |
| When a task/subtask is approaching a date, then take an action (send a client email or send a team member notification) | |
| When the previous subtask has a status of X, then send a team member notification |
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| When a specific subtask has a status of X, then update task/subtask status to X |