Workflows
Automate the routine parts of your process — when a record changes, Task Arrow creates a task or sends an email for you.
A workflow watches for something to happen and then does something about it. For example:
- When a custom form is submitted, create a task for the support lead.
- When a task is updated to status Blocked, email the team manager.
- When a project is created, create a kick-off task for the project owner.
Every workflow has three parts:
| Part | Question it answers | Options |
|---|---|---|
| Trigger | What kind of record, and what happened to it? | A Task, Project, List or Custom Form that is Created, Updated or Deleted. A Custom Form can also be Submitted. |
| Filters | Which of those records? | Any of the section's filters: status, assignee, dates, custom fields, specific records. Leave empty to match all. |
| Actions | What should happen? | Create Task for one or more people, and/or Send Email to one or more people. |
Screenshot coming soon
workflows/listThe Workflows page
Each workflow is shown as a card that describes its trigger in plain words, such as When a Task is Updated, with chips for how many actions and filters it has. A card that says No actions configured belongs to a workflow that matches records but does nothing. Open it and add an action.
Workflows run no matter how a change is made: in the web app, the mobile app, a public form, email to task or an AI assistant.