This guide provides ready-to-use automation recipes for common project scenarios.

Each example includes the trigger, conditions, and actions, so you can recreate it quickly.

Use these recipes as-is or adapt them to fit your workflow.

Recipe 1: Notify the Team When an Urgent Task Is Completed

Use case:

Make sure important work never goes unnoticed.

Automation setup:

• WHEN: Task status changes → Completed

• IF: Task priority = Urgent

• THEN: Notify members

  • Custom subject

  • Custom message

Result:

The selected members are notified every time an urgent task is completed.

This helps project managers to stay up to date

Recipe 2: Auto-Assign Tasks on Creation

Use case:

Ensure new tasks always have an owner.

Automation setup:

• WHEN: New task is created

• THEN: Assign task to member

Result:

Every new task is automatically assigned to the selected member.

Recipe 3: Enforce Workflow Consistency

Use case:

Keep tasks moving through the correct workflow stages.

Automation setup:

• WHEN: Task priority is set → Urgent

• THEN: Change task status → In Progress

Result:

Urgent tasks are immediately moved into active work.

Recipe 4: Auto-Label Tasks Based on Activity

Use case:

Categorize tasks automatically.

Automation setup:

• WHEN: File uploaded to task

• THEN: Add label → Needs Review

Result:

Tasks with uploaded files are automatically marked for review.

Recipe 5: Notify Stakeholders When Budget Is Reached

Use case:

Stay ahead of budget limits.

Automation setup:

• WHEN: Budget threshold reached

• THEN:

  • Notify members

  • Email members

Result:

Stakeholders are alerted when spending approaches the defined limit.

Recipe 6: Create Subtasks Automatically

Use case:

Standardize task structure.

Automation setup:

• WHEN: New task is created

• IF: Task has label → Feature

• THEN: Create subtask

  • Example: “Design review”

Result:

Feature tasks always include predefined subtasks.

Recipe 7: Clean Up Incomplete Tasks

Use case:

Keep projects tidy.

Automation setup:

• WHEN: Task status changes → Cancelled

• THEN:

  • Add comment explaining closure

  • Remove or update labels

Result:

Cancelled tasks are documented and cleaned automatically.

How to Adapt These Recipes

You can customize any recipe by:

• Changing trigger values

• Adding conditions

• Adding or removing actions

• Duplicating automations and adjusting logic

Start simple and build complexity gradually.

Best Practices for Using Recipes

• Test recipes with sample tasks

• Avoid enabling too many automations at once

• Review automations periodically

• Document important workflows for your team

What’s Next?

👉 Next article: Automation Best Practices

Learn how to design automations that scale, stay readable, and don’t overwhelm your team.