Create automations in CWM

Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

Before you begin

Create a Board in CWM.

Role required: sn_cwm.cwm_user

Procedure

1. Navigate to Workspaces > Collaborative Work Management.
2. From a Space, select a Board that you want to create automations for.
3. From the Board header, select Automations.

   

4. Choose a predefined template.
   • If it's your first automation, choose a template to get started.
   • If automations exist already, select New automation and then choose a template.

   
   
   
5. Add conditions for automating the activities of updating a field, sending an email, or sending notifications.
   You can add multiple conditions to act as triggers to an automation. For example, an automation can be created to send a notification to everyone in the Space when it meets the following conditions:

   • Task priority is high.
   • The start date is three weeks away.

   
   
   
6. Select Add automation.
7. Repeat the steps to add more automations.
   Note:

   You can create up to 10 automations for a Board and the automations are applied only to CWM tasks and not any connected work items on the Board.

What to do next

Manage or delete automations in CWM.