- Go to Event Automation by clicking the Settings Icon on the top right corner of the Boards screen.
- Navigate to Automation Center and click Create automations with different categories.
- Select “Starting from choose_date”.
- Pick the start date from the pop-up date picker window.
- Click Save.
- Click “every time_period”.
- Choose Hourly, Daily, Weekly, or Monthly intervals, enter the duration.
- Click Save.
- To create a new task, choose “create new task in choose_project”.
- Click “choose project” and select a project from the list.
- Enter the fields constantly for the current project to create a new task.
- Click Apply.
- Click “Save Automation” to automatically create tasks at the specified intervals.
- To start automation for sending some notification, choose “notify someone with the message of something”.
- Click “someone” and select Users and Email setting name.
- Then click Apply.
- Then click on “something” and enter the message or choose from the options below.
- Click Apply.
- Click Save Automation.
- To create a new ticket in the YoroDesk with a specific request type, choose “create a new ticket in choose_yorodesk with choose_request_type”.
- Click “choose yorodesk” and select the Desk shown below in the list.
- Choose the request type from the type below.
- Enter the required form fields constantly and click Apply.
- Click Save Automation.
