The Task Management Module just gained its automation layer. With the new Task Rule in Automations, tasks no longer need to be created by hand on every work request or work order — define a rule once, and the right task is created automatically whenever your trigger fires: a work request created manually, a lead converted, a tag applied, a stage change, and more. The task lands on the record with its owner, due date, and tags from your task template, and the owner is notified by email or text the moment it's assigned.

It's the “deeper automation” we promised when the Tasks module launched — your follow-ups, surveys, and operational to-dos now schedule themselves.

What's New

• Task Rule in Automations: a new rule type alongside Email and Text rules — pick a task template, a trigger, optional filters, and a delay, and the task creates itself.
• Work Request and Work Order templates: a task rule runs on either module, with trigger options matched to the module you choose.
• Smart filters: scope a rule by company type, service type, job type, source, pipeline, stage (equals / not equals), and weight, volume, or distance thresholds.
• Flexible timing: create the task immediately, after a number of days, days before the move date, next follow-up date, or expected close date — or after a delay in hours.
• Automatic assignment and notification: the task is created with the template's owner, description, due-date offset, and tags, and the owner is notified by email and/or text.
• Occurrences tracking: the Automations list counts how many times each task rule has fired.

Who This Is For

• Sales managers who want a follow-up task on every new work request — without anyone remembering to add it
• Operations teams spinning up standard to-dos when work orders are created
• Owners standardizing repeatable workflows: the same task, same owner, same deadline, every time
• Teams already using Task Templates — your templates become the building blocks of automation

⚙️ How to Configure

Start with a task template

1) Go to Settings → Task Templates and click + to create the template your rule will use.

Settings (1) → Task Templates (2) → add a template (3)

2) Define the task name, owner, description, due-date offset (Due On, in days), tags, and how to notify the owner — Email, Text, or both.

The Add Task Template form

Create the automation

3) Go to Settings → Automations and click +.

Settings (1) → Automations (2) → create a new rule (3)

4) Name your rule, click Select under Rule Type, and choose Task Rule.

Rule Type (1) → Task Rule (2)

5) Under Template, choose whether the rule runs on Work Request or Work Order, then pick the task template from the dropdown.

Template (1): Work Request selected, with your task templates in the dropdown (2)

The same choice for Work Order rules

6) Set the Triggers — the options match the module you chose. For work requests: Lead Converted to Work Request, On Pipeline or Stage Change, Text Received, Work Request Created Manually, Email Received, or Tag Applied to Work Request.

Triggers (1): the work request trigger conditions (2)

7) Optionally add Filters so the rule fires only where it should — for example, only a specific service type, pipeline stage, or jobs over a weight threshold.

Filters: company type, service type, job type, source, pipeline, stage, weight, volume, distance

8) Choose the Delay: Immediately, After Days, Days Before Move Date, Days Before Next Follow-Up Date, Days Before Expected Close Date, or Delay in Hours.

Delay (1) options (2)

9) Review the flow and Save. Your rule joins the Automations list alongside your email and text rules.

The completed rule — name, type, template, trigger, filters, and delay — ready to save (1)

The new task rule in the Automations list (1)

Watch it work

10) Create a work request manually — the rule fires at once: the work request toast is followed by the auto-created, auto-assigned tasks.

A new work request — and its tasks, created and assigned automatically

11) The task sits on the work request's Task card with its type, name, owner, due date (calculated from the template's day offset), and description — and the owner has been notified.

The auto-created task on the work request (1), due date computed from the template

12) Back on the Automations list, the Occurrences column counts every run.

Occurrences tracking how many times the rule has fired

Good to Know

• Triggers follow the module: a Work Request rule offers work request triggers; a Work Order rule offers work order triggers (such as Work Order Created). Pick the module first and the right conditions appear.
• Due dates stay smart: the template's Due On offset drives the deadline — a 3-day template due-dates the task three days from creation, every time.
• Templates are reusable: the same template can power multiple rules, and everything from the Tasks module Phase 1 release — task visibility on work requests, work orders, the Tasks module, and the Events Calendar — applies to automated tasks too.
• More rule types on the way: the rule type picker already shows what's coming soon — Pricing, Dispatching, Payment, Invoicing, and Lead Assignment rules.
  
  

Available Now

Task Rules are live now under Settings → Automations. Build a task template, wire it to a trigger, and let your follow-ups create themselves. This is the Phase 2 automation shaped directly by your feedback on the Tasks module — keep it coming.