How do I create Automations for Tasks? – Anvyl

For repetitive workflows, you may find that you are repeatedly creating the same tasks for specific team members. With Anvyl Automations, you can automate the creation of those tasks. This feature is currently available for brand users.

Anvyl Automations uses if-then logic so you can set-up rules that will fire a Task every time a certain condition occurs. Below are the options that are currently available for creating tasks automatically.

IF	CONDITION (Optional)	THEN
Order drafted	To X supplier For Y part	Automatically create a task with the following fields Task title Task description (optional) Task assignee (optional) Task due date (optional)
Order issued	To X supplier For Y part
Order marked as shipment confirmed	To X supplier For Y part
Supplier uploads a file	File category Z

Automatically Create a Task

Click on the lightning bolt icon in the top right of your global navigation view.
If you already have Automations in your account, click the Add Automation button on the top right.
Select the Automate a Task option.
Select the event for which you want to initiate the creation of a task.
Optionally specify what other conditions that event has to meet in order for the task to be created.
Enter the task details.
Name the automation and click the Save button to have the automation created.
You can refer back to this task by clicking on the lightning bolt icon. Edit, view, pause, or remove this automation from the Automations view.