How rules work
A rule follows a simple structure:When [trigger event occurs] and [conditions are met] → do [action]For example: When a task’s status changes to “Done” and the task is in the “Engineering” project → send a Slack message to #releases. You can chain multiple actions onto a single trigger, and add as many condition filters as you need to keep rules precise.
Creating a rule
Open the Automation tab
Navigate to your project or workspace, then click Automation in the left sidebar. The Automation hub opens.
Create a new rule
Click New Rule in the top-right corner. A rule editor panel slides in from the right.
Choose a trigger
Click Select a trigger and pick the event that should start the rule. See the trigger reference table below for all available options.
Add conditions (optional)
Click Add condition to filter when the rule fires. For example, restrict the rule to tasks in a specific project, assigned to a specific person, or with a specific priority. Add as many conditions as needed using AND / OR logic.
Add one or more actions
Click Add action and choose what should happen when the trigger fires. You can add multiple actions — they execute in the order you define them.
Name and save the rule
Give the rule a descriptive name (e.g., “Notify #releases on task completion”), then click Save. The rule is saved in a disabled state by default.
Trigger and action reference
Available triggers
| Trigger | Description |
|---|---|
| Task status changed | Fires when a task moves from one status to another |
| Task assigned | Fires when a task is assigned (or reassigned) to a member |
| Due date approaching | Fires a set number of days before a task’s due date |
| Comment added | Fires when a new comment is posted on a task or document |
| Project created | Fires when a new project is created in the workspace |
Available actions
| Action | Description |
|---|---|
| Send Slack message | Posts a message to a Slack channel or DM (requires Slack integration) |
| Assign task | Sets or changes the assignee of the triggering task |
| Update field | Changes the value of any custom or standard field on a task |
| Trigger webhook | Sends an HTTP POST request to any URL with event payload data |
| Start workflow | Kicks off another automation workflow or rule chain |
Adding conditions and filters
Conditions let you restrict a rule so it only fires for the exact subset of events you care about. After selecting a trigger, click Add condition in the rule editor to open the condition builder. You can filter on:- Project — limit the rule to one or more specific projects
- Assignee — only fire for tasks assigned to certain people
- Priority — trigger only on high-priority (or any specific priority) tasks
- Custom fields — match any text, number, dropdown, or date field value
- Label / tag — restrict to tasks with specific labels
Enabling and disabling rules
You can toggle any rule on or off from the Automation hub at any time without deleting it. This is useful for temporarily pausing a rule during migrations, bulk updates, or maintenance windows.- In the Automation hub, find the rule in the list.
- Click the toggle in the Status column to enable or disable it.
- The status indicator updates immediately — no page refresh required.
Disabling a rule does not affect runs already in progress. Any action triggered before you disabled the rule will complete normally.
Viewing rule run history
Every rule execution is logged so you can audit what fired and why.FAQs
Can a rule trigger itself in a loop?
Can a rule trigger itself in a loop?
fsckmsft includes loop detection to prevent a rule from triggering itself indefinitely. If an action would cause the same trigger to fire again for the same task, the second run is suppressed. You’ll see a note in the run history when loop protection activates.
How quickly do rules fire after a trigger event?
How quickly do rules fire after a trigger event?
Rules fire within seconds of the trigger event being detected, typically under 5 seconds under normal load. The Due date approaching trigger is evaluated on a daily schedule, not in real time.
Can I copy a rule to another project?
Can I copy a rule to another project?
Yes. Open the rule’s detail view, click the ⋯ menu, and choose Duplicate to project. Select the target project and the rule is copied there in a disabled state for you to review and enable.