Using automation

Set up an automation to automatically add subtasks when a task is created.

Instead of pushing the

Add template checklist

⁠

in the

Tasks⁠

table, You can set up an automation that automatically adds the relevant subtasks anytime a new task is created.

⁠

Turn on the automation

Open the automations panel by clicking the Settings icon (

⁠

) in the top right of the toolbar 👆 and then choose Automations

⁠

. Then, click the automation rule called Add Subtasks to Task in the panel and select the toggle to turn it on.

The rules of the automation are:

WHEN the Type column changes,

THEN copy the relevant checklist from the template to the task who's Type was just modified.

⁠

Ready to give it a shot?

Make sure the automation is turned on, then select a Type on the following task:

Name

Type

List of Subtasks

My new task

No results from filter

⁠

⏱ now wait about 10 seconds...

The list of subtasks should automatically fill in to the tasks.

Cool, right? 👏

⁠

If you need help, or if it didn't quite work like you were expecting, shoot us a note by clicking on the question mark on the bottom of your screen ↪️

⁠

👉Next up:
`Tasks`⁠
⁠

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.

Using automation

Turn on the automation

Ready to give it a shot?

👉Next up: Tasks⁠⁠

👉Next up:
`Tasks`⁠
⁠