What Is Automation?
Every automation rule in Zolt follows the same three-part model: a trigger, an optional condition, and an action.- Trigger — the event that starts the rule (e.g., a task’s status changes to “Done”)
- Condition — an optional filter that narrows when the rule fires (e.g., only if the task is in the “Backend” section)
- Action — what Zolt does automatically when the trigger and condition are met (e.g., send a notification to the project manager)
Creating an Automation Rule
1
Open the Automations Tab
Navigate to the project where you want the rule to apply. Click the Automations tab in the project’s top navigation bar. If you don’t see it, click the ⋯ (More) menu and enable Automations for this project.
2
Click New Rule
Click the + New Rule button in the top-right corner of the Automations panel. The rule builder opens as a side panel.
3
Choose a Trigger
Select the event that should start the rule from the Trigger dropdown. For example, choose Task status changes to fire the rule whenever a task moves to a different status column.
4
Set a Condition (Optional)
Click + Add Condition to narrow when the rule fires. You can filter by section, assignee, label, priority, or custom field. Leave this blank if you want the rule to apply to every matching trigger event in the project.
5
Choose an Action
Select what Zolt should do when the rule fires from the Action dropdown. You can chain multiple actions together — for example, both sending a notification and moving a task — by clicking + Add Action.
6
Save the Rule
Give your rule a descriptive name so it’s easy to identify later, then click Save Rule. The rule activates immediately and appears in your Automations list.
Available Triggers
You can initiate an automation rule from any of the following events:- Task status changes — fires when a task moves to any status, or to a specific status you define
- Due date approaching — fires a set number of days before a task’s due date (you choose the interval)
- Task created — fires whenever a new task is added to the project
- Task assigned — fires when a task is assigned to any member, or to a specific member you choose
Available Actions
When a rule’s trigger and conditions are met, Zolt can perform any of the following actions:- Send a notification — notify one or more workspace members via in-app notification and, optionally, email
- Move task to section — automatically shift the task into a different section of the current project
- Assign to member — assign or reassign the task to a specific team member
- Create a subtask — add a predefined subtask to the triggered task, useful for checklists and recurring follow-ups
Managing Rules
All of your project’s automation rules are listed in the Automations tab. From here you can:- Enable or disable a rule using the toggle switch next to its name — disabled rules stay saved but don’t fire
- Edit a rule by clicking its name to reopen the rule builder and adjust the trigger, conditions, or actions
- Delete a rule by clicking the ⋯ menu next to the rule and selecting Delete — this action is permanent and cannot be undone