▶️ Showcase 1 - Tasks · Workflow Automation

Description

Tape’s workflow automation allows you to streamline routine tasks and establish automation with ease.

Automation

When a task is updated + and if the status has changed to “in progress” → then create subtasks

Showcases for a head start

We highly recommend duplicating Tape showcases to get the most out of workflow automation. Once you have duplicated the showcases to your personal Tape organization, you can customize the showcases as you like without wasting time rebuilding them.

Duplicate showcase

  • Click here :point_right: workflow automation showcases
  • Click the Duplicate button at the top right
  • Only Tape users will be able to duplicate the showcase
    • Tape users who click duplicate and are logged into a Tape account will be able to duplicate the showcase in their personal organization
    • Anyone signing up for a Tape account via “Duplicate” will see an easier, shortened version of the sign-up process, so they can start even faster

Run the automation:

  • Select the workspace Showcases automation in your left sidebar
  • Tap the app Tasks
  • Click the record with the title “Review sales pipeline”
  • Change the status to In Progress
  • To open the automation editor after the run: click the grey icon in the right-hand activity stream

Check out more showcases →

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