Notify the Creative Director when a new approval request arrives
In this workflow, a task is a design request. This trigger looks for when a task moves to the “Review & Approval” list in the workflow.
Once the trigger has been met, then notify the #creative-director channel in Slack and Send an email.
Notify specific approvers using conditionals
Let’s say certain types of tasks need certain people to approve the work. Set the trigger to when a task moves to Review & Approval.
This is where we get specific. Add a condition to the trigger to only if the task has the “Print” tag.
Notify the Head of Print Department. Now our approvals process can still funnel reviews and approvals to specific people based on other logic.
Notify the Project Manager when it’s approved
We can also keep the Project Manager in the know when the task has been reviewed and approved. Set the trigger to when the tasks’s “Custom Field: Approval” is set to “Approved”.
Notify the Project Manager
Move the task to the next list — which in this scenario is “Done”. This helps Project Managers stay up to date while also enabling them to update the client.
Notify the Project Manager when it’s denied
The example above is for approvals, but the opposite can be applied in case something is rejected. In this case, the trigger is when “Custom Field Approval” is set to “Denied”.
Notify PM and move the task to the Blocked list. If you have other automations that trigger based on tasks entering the “Blocked” list, then those will trigger as well.
Save time creating and assigning tasks
Automagically create tasks for the remote team based on the activity in a workflow.
Speed up the workflow
Keep work moving as project phases are updated and changed.
Provide internal visibility
The remote team always stays informed and you always know when something is ready.