This article shows you how to supercharge your task descriptions with form fields and merge fields. By using these dynamic features, you can create more personalized task templates that automatically pull in relevant info - saving you tons of time and making your workflow way smoother!
How to Use Form Fields in Task Descriptions
Create your task template:
1.) From the board the task should trigger, click “Task Templates”
2.) Select “New Task List” to create a new task.
3.) Title your task.
4.) Toggle “Include Assignee” to include an assignee, then choose the assignee type:
- Manual Assignment
- Specific User
- Round Robin (All users)
- Round Robin (By team)
- Specific Field
5.) Click the “+” symbol at the bottom of the page and build your new task.
6.) In the pop up window, title your task. Then toggle to “Form Fields” on the right hand side and select the task criteria accordingly, by clicking on an option from the list. There are many options to choose from and multiple options can be added to your task template.
7.) After setting the criteria, click “save” at the bottom right hand side of the pop up.
Create an automation on a board to trigger your new task
1.) Navigate to the board the new task should trigger on and select the automations icon on the appropriate stage.
2.) Select “+New Automation” in the top left of the popup window.
3.) Define the criteria in which the task should trigger.
How to Use Merge Fields in Task Descriptions
Create your task template:
- Follow the steps above to create a new task template.
- Select “Merge Fields” from the pop up window.
- Define your desired criteria and proceed with building your email.
- You can send your email, schedule it to send, or assign it as a task to the appropriate person to send.