Automations

Currently, automations cannot automatically add a user to a Time Off policy This action would allow you to automatically assign a user to a policy when a trigger fires. For example, when an employee reaches 90 days of employment, they could be automatically added to a vacation policy. This is useful for automating onboarding processes and ensuring accurate PTO tracking. --- Is this a feature you would like to see? Click the number button next to the feature name to cast your vote.

Currently, automations cannot automatically create tasks or sub-tasks on a task board. This action would allow you to automatically create a task when a trigger fires. For example, when a form is submitted reporting an issue, a follow-up task could be auto-created and assigned to the relevant team. This is useful for generating work orders, follow-up items, or compliance checklists. --- Is this a feature you would like to see? Click the number button next to the feature name to cast your vote.