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 Tasks 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 well and are identified by the in-line lightning bolt icon.
- 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
Applicable Roles/Permissions/Licenses
- Roles: Admin
- Permissions: Create and Edit Automation Rules; View Automation Rules
- Licenses: Workflow
1. Navigate to a relevant task's workspace.
- Click Tasks 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.
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.