• Products
  • Get started
  • Documentation
  • Resources

Add a preset automation rule in team-managed projects

Are you looking for Automation?

This article is relevant to Legacy automation in service projects created before August 30, 2021. If you don’t see Legacy automation in your service project, check out these Automation article.

Your service project comes with a variety of preset automation rules you can use to do common service project tasks for you.

You must be an admin to add a preset automation rule.

To add a preset automation rule:

  1. From your service project sidebar, go to Project settings () > Automation.

  2. Click Add rule.

  3. Select a rule, then click Continue.

  4. Edit the name, description, and fields as needed.

  5. Click Save and you're done.

You can have up to 30 automation rules on each project.

 

This page is for team-managed projects

If the lower-left of your service project sidebar doesn’t say you're in a team-managed project, check out these company-managed project articles instead.

Learn more about the difference between company-managed and team-managed projects.

 

Last modified on Aug 9, 2021
Cached at 8:16 PM on Oct 15, 2021 |

Additional Help