For e.g., if you want projects assigned to a particular user given the highest priority for the tasks, you can set conditions as shown.

In this instance, the rule will check for the project owner. If the project owner is Monica Hemsworth, Associated Team will be marked as User experience, Status will be marked as open, and task Priority will set to high. If the condition doesn't match, the rule will check the next condition and go on till a matching condition is found. The rule will exit after the first matching condition is found without checking the subsequent conditions.

1. A maximum of 20 workflow rules can be created per task layout.
   
2. For tasks in projects created using an existing project template, the workflow rules will not trigger for the Create condition selected in the Execute On field.
   

Benefits of Workflow Rules for Tasks

1. Automate task functions
   
2. Automatically update task fields
   
3. Send email notifications for task updates

Add a Workflow Rule

1. Navigate to   > Task Automation > Workflow Rules.
   
2. Click New Workflow Rule.
   
3. Enter a Rule Name and a Description.
   
4. Select the Execution Condition.
   
1. Based on User action : Select this condition if the trigger will be user based.
   
2. Based on Date &Time: Select this condition if the trigger will be time-based.
   
5. If selected Based on User action:
   
1. Select the trigger for the rule to Execute On.
   
2. Click Next.
   
3. Click Add Criteria, choose a criteria and select value from the given options.
   
4. Click Add Action, choose an action from the given options.
   
5. Check the Execute the next workflow rule box if you want to execute the next workflow rule in the Workflow Rule list view.
   
6. Click Save Rule.
   
6. If selected Based on Date & Time:
   
1. Select and set the required time frame.
   Set the Date and Time for Workflow Rule, such as, on/before/after, Start date/ Created date/ Due date, Created time/ Specific time, Once/ Every/ Daily, Days/ Week, and set repeat up to a specific number of times (this is specific to the task and does not limit the number of time the workflow is executed).
2. Add Criteria and then click on + Add Action.
   
3. Select and configure the required actions.
   
4. Click Save Rule.
   

Multiple criteria and actions can be added.

Edit Workflow Rule

1. Navigate to   > Task Automation > Workflow Rules.
   
2. Click  and select Edit to modify the workflow rule.
   
3. Click Save.
   

Delete Workflow Rule

1. Navigate to   > Task Automation> Workflow Rules.
   
2. Click  and select Delete.
   
3. Confirm your action.
   

Executing Workflow Rules

1. Navigate to   > Task Automation > Workflow Rules.
   
2. Enable the rules that need to be applied.
   
   
3. Select the Execute Next Rule option if you want the rules to be executed one after the other.
   
4. The Workflow rules will run automatically and check for matching conditions within the rule.
   Note: The rule will execute when the first matching condition is found and update the fields or execute custom function or trigger a webhook as per the action selected. The subsequent conditions will not be checked.
5. The rules will stop executing at the end of the list or at the rule where Execute Next Rule option is not selected.