Trigger actions based on Task Pipeline dates

Task Pipelines have three key dates associated with each task:

1. Date Created
   
2. Due Date
   
3. Date Completed
   

You can use Automation Flows to trigger actions or events based on these dates.

How to Trigger Actions Based on Task Pipeline Dates #

1. Create an Automation Flow:
   
   • Navigate to the Automation Flows section from the left menu.
     
   • Create a new flow or open an existing one.
     
2. Add a Data Step for Condition:
   
   • In the flow builder, add the Data Step for Condition action.
     
   • Choose Task in the first dropdown.

• In the second dropdown, choose which date you want the condition to be based on: Date Created, Due Date, or Date Completed.
  
• In the third field, choose the Condition Operation (e.g., “is today,” “is before,” etc.).

3. Save the Step:
   
   • After configuring the condition, save the step.
     
4. Connect the Trigger:
   
   • Connect the Trigger box to the Data Step for Condition.
     
5. Add a Condition Step:
   
   • Drag the Condition flow step onto the canvas.
   • In the top dropdown of the condition step, scroll to the bottom of the list.
   • Select Data Set for Condition Step.

6. Final Step:
   It doesn’t matter what other values you put in the fields there because the Data Set for Condition Step is what’s being used.
   

Choose any other options you like and click Save