Edit, disable, or delete automations for your Boards in Collaborative Work Management based on the changing conditions of your team's workflow.

Vorbereitungen

Create automations 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 edit the automations for.
3. From the Board header, select Automations.
4. Choose to enable, disable, edit, or delete an automation.
   • To disable an active automation, switch the toggle off.
   • To enable a disabled automation, switch the toggle on.

     

   • To edit an automation:
     1. Select More actions and select Edit.
     2. Update the conditions.
     3. Select Save automation.
   • To delete an automation:
     1. Select More actions and select Delete.
     2. Confirm by selecting Delete.