You can automate task workflows using automation rules and triggers.

Automation rules handle routine actions such as sending notifications, creating tasks, or adding participants. They run when a task reaches a specific stage.

Create automation rules and triggers

1. Go to Tasks and projects.
2. Click Automation.

• Planner
  Shows all tasks you are involved in. Automation rules apply only to your tasks.

• Projects
  Lets you automate tasks for the entire project. Configure automation rules and triggers separately for each project.

• Task statuses
  Represent task stages such as In progress, Pending, or Completed.
  Automation rules track status changes and run actions. For example:

  • When a task moves to In progress, a chat is created.
  • When a task is Completed, a post appears in the Feed.

To add an automation rule or trigger, click Create or the + button on a stage.

Automation rules and triggers are grouped to help you find them quickly:

• For employee
  Standard automation rules for tasks.

• Custom automation rules
  Rules and triggers installed from the Market. These apps extend standard automation.

• Triggers
  Track deadlines and task changes.

Bitrix24 Market overview

Set up triggers in tasks

Configure automation rules and triggers

All automation rules and triggers share these settings:

• Execution
  Choose whether the rule runs after the previous one or independently.

• Time
  Run the action immediately or after a delay.

• Condition
  Apply the rule only to specific tasks.

• Allow moving back to previous status (for triggers)
  Enable this option to allow the trigger to move a task back to a previous stage.

Conditions in automation rules

Other settings depend on the automation rule or trigger type.