Your workflows in Batchbook just got a power-up. We’ve added more automation triggers and actions for to-dos.
- A to-do is flagged
- A to-do is created
- Add a tag
- Remove a tag
These all work with existing to-do triggers and actions.
- A to-do is completed
- A to-do is tagged
- Create a new to-do
Trigger a Series of To-Dos When You Create a To-Do
One way to use to-do automations is when you have a series of to-dos that your team follows. You can now automatically create the next to-do(s) in the series after you create the first one.
For example, if your series includes these to-dos:
- Approve contact for membership
- Send membership email
- Onboard new member
You can automatically create to-dos 2 and 3 just be creating to-do 1.
Create an Alert When a To-Do is Flagged
You can also create one-off to-dos for things like alerts. Say you want to know when a to-do gets flagged. You can set up an automation to create a new to-do and assign it to you every time one is flagged. This could help you stay up to date with important tasks.
Keep Your To-Dos Organized
If you use tags to organize your to-dos, our new tagging/un-tagging automations will help.
For example, you can set up an automation to remove specific tags when a to-do is completed. Maybe you organize your current to-dos with tags like “priority” or “sale”. You can remove those tags when you complete the to-do. You could even set up an automation to add a new tag to the completed task.
Another option would be to set up an automation to remove a specific tag when a certain new tag is added. For instance, your to-do may go from low to high priority. Set up an automation to remove the tag “low” when the tag “high” is added.
These are just a few examples of what you could do with our new to-do based automations. We can’t wait to see what you come up with!