Estimated reading time: 3 minutes
Boost your team's efficiency by enabling them to work simultaneously on complex tasks. Make your process more dynamic by automatically distributing tasks to other teams in different subprocesses without manually assigning them.
Before you create automations among different pipes, you need to connect them. Create a connection between your main process and each one of the subprocesses.
If needed, specify which fields you'll use as conditions for creating tasks in the other pipes. In this example case, we'll use a checkbox field where we'll select which subtasks need to be created.
Create the automation
Keep in mind that you need to be an admin user to set up this configuration. Access the automation page in the main process. Click on the Automation button, located in the header of the pipe and then Add new automation.
Our event will be When a card is created in pipe Project Management. Here, we have the example of a project management process. We'll add the condition that our automation should only be triggered when “project specification” is selected in our subtasks field.
Choose the action Create a new connected card. For this example, we selected a card in the pipe “Project Specification.” Here we'll match the fields so that the card is created with all the necessary information from the card in the Project Specification pipe.
It's important to note that fields can only be matched to fields of the same type. Multiple-choice fields (such as radio, select, checklist, label, and assignee select) must have the exact same options in both pipes.
Also, make sure that any mandatory field in the Project Specification pipe is matched to fields that are also mandatory in the Project Management pipe.
Name and save the automation. From now on, every time a card is created in the Project Management pipe and the option “Project Specifications” is checked in our checklist, a connected card will automatically be created in the Project Specification pipe.
Create multiple automations
You can create multiple automation rules with different conditions if you have multiple subprocesses connected to a main process. Each automation only creates one connected card, so if you have 5 subprocesses, then you'll need 5 automation rules.
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