Getting started
Go to Settings > Automations to see all automations in your workspace. From here you can create, enable or disable, edit, and delete automations.Only workspace Owners and Admins can create, edit, or delete automations. Members and Viewrs can view the automations list but cannot make changes.
Creating an automation
Name your automation
Give your automation a descriptive name so it’s easy to identify in the list later, for example Close resolved bugs or Assign new tasks to team lead.
Choose a trigger
Select the event that should start the automation. Each trigger can have optional filters to narrow down exactly when it fires. For example, you can trigger only when a status changes to a specific value, or only when a task is moved to a specific list.
Add conditions (optional)
Conditions let you restrict which tasks the automation applies to. All conditions must be satisfied for the automation to continue. For example, you can limit the automation to tasks in a specific folder, or only tasks with a certain priority.
Add actions
Add one or more actions for Arca to perform when the trigger fires and all conditions are met. Actions are executed in order.
Triggers
A trigger is the event that starts the automation.| Trigger | Description | Optional filters |
|---|---|---|
| Task created | Fires when a new task is created in the workspace | — |
| Status changed | Fires when a task’s status changes | Filter by the status it changed from and/or the status it changed to |
| Priority changed | Fires when a task’s priority changes | Filter by the priority it changed from and/or the priority it changed to |
| Assignee added | Fires when a user is assigned to a task | Filter to a specific assignee |
| Label added | Fires when a label is added to a task | Filter to a specific label |
| Due date set | Fires when a due date is added to a task | — |
| Moved to list | Fires when a task is moved to a different list | Filter to a specific destination list |
Conditions
Conditions narrow down which tasks the automation applies to. You can add any combination of the following:- Folder: the task must be in one of the selected folders
- List: the task must be in one of the selected lists
- Assignee: the task must be assigned to one of the selected members
- Priority: the task must have the selected priority
- Status: the task must have one of the selected statuses
- Label: the task must have one of the selected labels
Conditions use AND between categories and OR within a category:
- If you select multiple values in the same category (e.g. two statuses), the task matches if it has any one of them.
- If you add conditions from different categories (e.g. a status and a priority), the task must satisfy all of them.
Actions
Actions are the changes Arca makes to a task when the automation runs. You can add multiple actions to a single automation (subject to your plan’s action limit).| Action | Description |
|---|---|
| Set status | Changes the task’s status to the selected value |
| Set priority | Changes the task’s priority to the selected value |
| Add assignee | Assigns a specific workspace member to the task |
| Remove assignee | Removes a specific workspace member from the task, or choose All assignees to remove everyone |
| Add label | Adds the selected label to the task |
| Remove label | Removes the selected label from the task |
| Move to list | Moves the task to the selected list |
Managing automations
Each automation card on the Settings > Automations page shows the automation name, its trigger, and how many times it has run.- Enable or disable: Use the toggle on any automation card to turn it on or off without deleting it. A disabled automation will not run until re-enabled.
- Edit: Click the edit icon on any automation card to open it and make changes.
- Delete: Click the delete icon to permanently remove an automation. This cannot be undone.