How do I set up an email or task automation in Sortd?
Modified on: Thu, 25 Feb, 2021 at 1:17 PM
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:
- Automatically move items from a personal or shared Inbox onto any shared task board
- Automatically create tasks
- Automatically assign or delegate tasks
- 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 email@example.com or firstname.lastname@example.org 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
For more help log a ticket or email email@example.com.. Please note that automations are available only to paying users or users in a trial.
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