Create automations in CWM

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

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

    Vorbereitungen

    Create a Board in CWM.

    Role required: sn_cwm.cwm_user

    Prozedur

    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.

      Automations in CWM Board.

    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.

      Choose a template for automation.
    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.

      Automation conditions.
    6. Select Add automation.
    7. Repeat the steps to add more automations.
      Hinweis:
      You can create up to 10 automations for a Board.
      Hinweis:
      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.

    Nächste Maßnahme

    Manage or delete automations in CWM.