How to setup event triggers on a template
Please note only Admin user permissions can setup custom triggers on a template.

  • Select ‘All projects’ on your left side navigation menu. 
  • Select Templates and choose an existing template or select the Create template button. 
  • Select the Automation tab. 

By default, you will see the following system event triggers that cannot be edited:

  • When project due date is edited
  • When task is assigned
  • When task start date is edited
  • When task due date is edited  

By default, you will also see recommended event triggers that can be edited:

  • When project is at risk 
  • When task is due today
  • When task is overdue 
  • When a critical task is marked blocked
  • When task is completed 
  • Select the +Add button to add a new event trigger. 
  • Event name will bring up a drop down of pre-populated options. You can also type a key term such as blocked to bring up the event name containing that word. 
  • Conditions are optional. You can use the drop down for pre-populated conditions. You can select +Add to enter one or multiple conditions. 
  • Action will result in a notification.  You can use the drop down for pre-populated actions. You can select +Add to enter one or multiple actions. 
  • To remove an event trigger, select the trash button. 

Learn how to setup project based event triggers by reading more on our Edit project page. 

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