Tasklist Automators allow you to apply ‘if this, then that’ rules to task sections in your work items and templates. The status of tasks or a work item can be set to automatically update based on what happens to other tasks.
Adding a Tasklist Automator
These Automators are added to the section level of your list of tasks. They can also be added to Client Task sections, and you can add multiple rules within the one section.
The process for adding an Automator here is the same, whether you are adding it to a work item or a template.
From the task section options menu, choose Add Automator.
The Automator you create will 'listen' for activity that happens. When the event that you set happens, the rule will trigger.
Your options for creating rules from the drop-down menus include:
- All tasks in this section
- All tasks in the section this above
- All sections & tasks above this section
- The work
Have the status:
All your primary statuses (Planned, Ready to Start, In Progress, Waiting and Completed) will appear here.
Note: custom workflow statuses will appear here when you choose "The Work"
Then change the Status, Due Date or Assignee of
- All tasks in this section (this is not available if you have set the When input to 'All tasks in this section')
- The work
- Status: All your primary statuses will appear here. All primary and custom statuses will appear when you are changing the work.
- Due Date: So many days after the Automator is triggered
- Assignee of your choice
Once you have set the Automator, it will appear at the top of that task section.
Editing a tasklist Automator
Once you have created your Automator, you can click on it to edit it.
How do you know when a tasklist Automator has triggered?
When a tasklist Automator has triggered, it will appear with a 'strikethrough'—with a horizontal line through their center.
If there are still tasklist Automators within that section, they will remain without a strikethrough.
A tasklist Automator can only run once, which means that you can't untick it after it has already triggered and expect it to run again.
In some circumstances, if you move a task section containing an Automator, the Automator will become invalid. For example, if you move a section to the top of your list that contains an Automator with the rule "When all of the tasks in the section above..." it will not have any tasks above to look for.
In this case, the Automator will become inactive, and it will appear with an error message.