Premium feature for paid users & those users trialing Sortd



Sortd's automations provides simple and powerful features to customize your personal or team workflows without manual intervention.  

With automations you can:


  1. Automatically move items from a personal or shared Inbox onto any shared task board
  2. Automatically create tasks
  3. Automatically assign or delegate tasks 
  4. Define rules etc


To find the automation's feature, follow these steps:


Step 1.  Open the board switcher


Step 2. Click on the three dots menu next to the board that you would like the automation applied to and select Board Settings (for the board you want to apply the automation to.


Step 3. Select "Manage" alongside Board Automations



How to set up your your first automation:


In this first example we will  move an email from your inbox to a shared board.  So, if you have emails like sales@company.com or support@company.com arriving in your inbox, you can push those emails onto a shared board and then allow your team to delegate and track work collaboratively until completion.


Define what action triggers the automation:



Define how you want the automation to act:



That's it, your's all set!


Related Articles -

Using Automations to Collaborate on a Shared Email Account

Using Automations to Collaborate on a Google Distribution list



Troubleshooting


For more help log a ticket or email team@sortd.com..  Please note that automations are available only to paying users or users in a trial.