Allow user to save templates of Checklist / custom field > then allow user to use standard checklist / custom fields @ creation of task.
Justin Chupka
•
Apr 2, 2025
Tony Pham Goal Setting automation for follow through and accountability. Template for annual goals, automation of quarterly “step” goals, cascading into automation of monthly or weekly “actions”. Triggers back to progress of annual goals, etc.
Karim Mneimneh
•
Jan 4, 2025
Been waiting for this for more than two years now..
Corrina
•
Sep 28, 2024
Tony Pham When is this planned to start rolling out please?
Jack S.
•
Oct 2, 2024
❓-> Tony Pham
kovosol568
•
Sep 7, 2024
integrtion with n8n would be nice. im pretty sure it should be too hard, considering there already is a beta-zapier integration
This is actually the last thing that is preventing us from migrating to upbase from Asana.
We need tasks to be auto assigned to team members when they are moved into new columns/sections.
Pretty please.
Jack S.
•
Jan 4, 2024
👍
Karim Mneimneh
•
Aug 10, 2023
When a task is moved to a section, automatically assign it to a member(s)
Sunil Gulati
•
Apr 2, 2025
Tony Pham . Would also need different due dates for those tasks . Will come in handy for my onboarding check list. There are multiple steps to our onboarding and different SLAs for each step. So for example a backfground check task will automatically get a due date of 7 days after task creation vs onboarding report to portal will be a SLA of 2 days.
Tony Pham
Team•
May 29, 2025
The initial version has already been released. You can learn more about it here:
Log in to comment and vote
Comments49
lim
May 29, 2025
Allow user to save templates of Checklist / custom field > then allow user to use standard checklist / custom fields @ creation of task.
Justin Chupka
Apr 2, 2025
Tony Pham Goal Setting automation for follow through and accountability. Template for annual goals, automation of quarterly “step” goals, cascading into automation of monthly or weekly “actions”. Triggers back to progress of annual goals, etc.
Karim Mneimneh
Jan 4, 2025
Been waiting for this for more than two years now..
Corrina
Sep 28, 2024
Tony Pham When is this planned to start rolling out please?
Jack S.
Oct 2, 2024
❓-> Tony Pham
kovosol568
Sep 7, 2024
integrtion with n8n would be nice. im pretty sure it should be too hard, considering there already is a beta-zapier integration
Jack S.
Sep 7, 2024
Yes👍
https://n8n.io/
Jack S.
Feb 6, 2024
Inspirations:
◾https://clickup.com/blog/automation-examples/
◾https://www.taskade.com/ai/automation
◾https://help.taskade.com/en/collections/8400803-ai-automation ◾https://help.taskade.com/hc/en-us/articles/24799834857363-Getting-StartedWeb
Jan 3, 2024
This is actually the last thing that is preventing us from migrating to upbase from Asana.
We need tasks to be auto assigned to team members when they are moved into new columns/sections.
Pretty please.
Jack S.
Jan 4, 2024
👍
Karim Mneimneh
Aug 10, 2023
When a task is moved to a section, automatically assign it to a member(s)
Sunil Gulati
Apr 2, 2025
Tony Pham . Would also need different due dates for those tasks . Will come in handy for my onboarding check list. There are multiple steps to our onboarding and different SLAs for each step. So for example a backfground check task will automatically get a due date of 7 days after task creation vs onboarding report to portal will be a SLA of 2 days.
Tony Pham
May 29, 2025
The initial version has already been released. You can learn more about it here:
https://upbase.io/blog/new-in-upbase-automations-beta/
https://help.upbase.io/article/65-automations
We're actively working on adding more triggers and actions. Additionally, we'll soon be introducing the option to set conditions for the triggers.
Jack S.
May 31, 2025
Tony Pham
👍
Are you thinking about a visual version of presenting automation in a diagram form in the future❓
Jack S.
May 31, 2025
Tony Pham
Ideas
▪️Ready-made Automation Templates (To be used in different projects)
▪️Automation in Spotlight
▪️Automation in Chat
Jack S.
May 31, 2025
Tony Pham
Actions, steps could be grouped in folders
(When there are more of them)
Example in the screenshot.
Bart Kool
Apr 3, 2025
-Automatic select 'to me' in the 'my tasks' view on mobile.
-Automatic sync task-changes made in mobile app.
-automatic move unfinished tasks to tomorrow.