Templates & automations

Build a job templateNew

Encode a piece of work once — its tasks, their order, their due dates, and who does them.

Due dates in templatesNew

The four ways a template task can get its due date, and which one you actually want.

Apply a templateNew

Create work from a template for one client or for hundreds, and read the results.

Build an automationNew

When this happens, do that — the events you can trigger on, the conditions that gate them, and the actions they fire.