Guide Index
Guides HomeMangoApps WebsiteCommunity & SupportBlog & Resources
MangoApps Administrators Guide
MangoApps Administrators Guide
  • 🥭MangoApps Admin Guides
  • 🆕Admin Portal Navigation Bar
    • Recommendations
      • Increase Findability
  • Home
    • Dashboard
    • Pending Invites
    • Pending Approvals
    • Logs
      • Audit Log
      • User Access Log
      • Assistants Log
      • Security Log
      • Connector Log
      • Imports Log
      • Learn Automations Log
      • xAPI Activity Log
      • Webhook Log
      • Debug Log
      • Schedule Sync Log
    • Trash Can
      • Trash Can Tools
      • Trash Can Widget
    • Data Exports
  • 🆕Domain Setup
    • General Settings
    • Getting Started
      • Introduction Video
      • Terms of Service/ Privacy Policy
      • Change Password
      • Profile Items
      • Locale
      • Team Recommendations
      • Notifications
      • Invite
    • AI Settings
    • Page Templates
      • Design a Page Template
    • Locale
    • Digital Signage
    • Translate
      • Translate Modules
      • Glossary
      • Translate Settings
    • Startup Dialog
    • 🆕Reactions
    • Compose
    • 🆕Locations
      • 🆕General Settings
      • Locations
        • Adding an Office Location
      • Location Fields
      • Location Summary
      • Webhooks
    • 🆕Field Structures
      • Field Member Automation
      • 🆕Field Hierarchy Sync
    • Holidays
    • Companies
    • Resources
    • Service Usage
    • 🆕My Priority Items
  • 🆕User Management
    • Manage Users
    • Add Users
      • Invite Users
      • Import Users
        • Synchronize Users From ADP
      • Synchronize Users From AD/LDAP
      • Fetch From URL
      • Share Sign Up Link
      • Import Via API
    • Organizations
    • Admin Roles
      • Admin Role Permissions
    • User Segments
    • Team Segments
    • Assistants
    • 🆕Alias
    • 🆕User Status
    • Guest Users
      • Create a Guest User
    • Restricted Users
  • 🆕Modules
    • Ballots
    • Calendar
      • Calendar Event Types
      • Calendar Settings
      • Calendar Integrations
    • Campaigns
      • Settings
      • Templates
      • Categories
    • Chats
    • Company
    • CRM
      • Setup
      • Stages
      • Types
      • Lead Sources
      • Opportunities Access
      • All Opportunities
      • More Options
    • Departments
    • 🆕Files
      • 🆕Settings
      • File Storage
      • External Repositories
      • Cloud Folders
      • 🆕Manage
      • Configure Custom Fields
      • 🆕Show/Hide File Fields
    • Greetings
      • Manage Greetings
      • Manage Categories
      • Settings
    • 🆕Groups
      • 🆕Automatic Membership Management
    • Hashtags
      • Manage Hashtags
      • Categories
      • Settings
    • 🆕Home
      • 🆕Dashboard Selection
        • 🆕Web
        • Mobile
      • Settings
    • Ideas
      • Manage Ideas
      • Idea Categories
      • Idea Settings
    • Libraries
    • Media Center
      • Settings
      • Categories
      • Media Card
      • Custom Fields
    • Messages
    • My Recordings
    • 🆕News Feed
      • General Settings
      • 🆕Left Panel Widgets
      • 🆕Right Panel Widgets
    • Notes
      • Settings
      • Templates
    • 🆕People
      • 🆕Settings
      • 🆕Full Profile
        • Managing Profile Fields
      • Profile Preview
      • People Directory
      • Org Chart
      • Skills
      • Webhooks
    • 🆕Posts
      • Settings
      • Content Template
      • Alert Template
      • Categories
      • 🆕AI Actions & Workers
    • Projects
      • Project Templates
    • Quizzes
    • Recognition
      • Settings
      • Data Sources
        • Add Data Source
          • Create Custom Items Tracker
          • Order History Tracker
      • Reward Catalog
      • Award Categories
      • Awards
      • Core Values
      • Reward Points Allocation
      • Order & User History
      • Recognition Insights
    • 🆕Schedules
      • Shift Data Source
        • Integration with Kronos
      • Tab Settings
        • Attendance Reports
      • 🆕Schedule Settings
      • Attendance Settings
      • Availability
    • Setup
    • 🆕Surveys
    • 🆕Tasks
      • 🆕Task Settings
      • Task Types
      • Task Priorities
      • Task Templates
      • Task Automations
      • Task Tabs
    • To Do
      • Settings
      • Sections
    • Trackers & Forms
      • Create a Tracker Template
      • Configure Tracker Settings
    • Vault
      • Employee Vaults
      • Integration
      • Audit
      • Folders
      • Settings
      • Vault Permissions
    • Wikis
  • 🆕Navigation
    • 🆕Add New Navigation
    • Navigation Styles
    • Add Custom Links
    • FAQ
  • 🆕Email
    • Configuration
    • Content
    • 🆕Digest
    • Accepted List
    • Rejected List
    • Unsubscribed Users
  • Notifications
    • Settings
    • Security Notification
    • External Apps
  • SSO
    • Connections
    • Applications
  • Search
    • Insights
    • Data Sources
    • Saved Searches
    • Relevance Tuning
    • Look Ahead Sections
    • Search Settings
  • Automation
  • 🆕Security
    • Browser Access
    • 🆕Desktop & Mobile Access
    • User Devices
    • Synced Computers
    • Password Settings
    • Session Settings
    • Virus Scan
  • Compliance
    • Accessibility
    • Delete Settings
    • Self Destruct
    • Data Retention
    • eDiscovery
      • Create a Hold
    • DLP Policies
      • Policy Rules
      • Matches Log
      • Create a DLP Policy
    • Terms of Service
    • Usage Policy
    • Email Compliance
    • Export Data
  • Moderation
    • Queue
    • Insights
    • Settings
  • 🆕Governance
    • Overview
    • Items
    • 🆕Automation
    • Archived
    • Settings
  • Social Advocacy
    • Social Advocacy Tools
    • Settings
    • Social Posts
    • Insights
    • Social Posts Sharing
  • Integrations
    • MangoApps Open APIs
    • Webhooks
  • Branding
    • Branding Toolbars
    • Portal
      • Custom Branding Colors
      • Home Page: Modern vs. Classic View
      • Text Styles
    • Content
    • Widgets
    • Profile
    • Footer
    • Email
    • Custom
      • Add a Custom Header
    • Image Recommendations
    • ⭐Branding Implementation Checklist
  • 🆕Reports
    • Reports Tools
    • Generate a Report
    • FTP Export
    • 🆕Report Settings
  • Analytics
    • Adoption Dashboard
    • ROI Dashboard
    • Engagement Dashboard
    • Content Dashboard
  • Billing & Invoices
    • Plan
    • Invoice
    • Settings
  • Help Center Setup
    • Settings
    • Admin Training Videos
    • User Training Videos
    • Webinars & Videos
    • Help Center
  • Sitemap
  • 🚫Deprecated Features By Release
    • 🚫Activities (Deprecated)
    • 🚫Landing Page (Removed)
    • 🚫MangoApps File Sync Guide (Deprecated)
      • 🚫File Sync (Deprecated)
        • 🚫File Sync Tools (Deprecated)
      • 🚫Installation & Upgrade (Deprecated)
      • 🚫My Drive Sync
      • 🚫Synced Files
      • 🚫Synced Preferences
      • 🚫Notifications
      • 🚫Team Sync
    • 🚫Screen Share (Deprecated)
      • 🚫Screen Share Tools
      • 🚫Screen Share (Messenger)
    • 🚫Screen Share/Video Call Log
    • 🚫Type-2 Organizations (Deprecated)
    • 🚫Voice (Moved)
  • ADDITIONAL RESOURCES
    • Submit a Support Ticket
    • Release Notes
Powered by GitBook
On this page
  • New Automation Rule
  • Action Menu
  • Automation Log
  1. Modules
  2. Tasks

Task Automations

PreviousTask TemplatesNextTask Tabs

Last updated 5 months ago

Streamline and optimize the management of activities and template assignments by configuring an automation schedule.

New Automation Rule

To create a new automation rule for a template, start by clicking the New Automation Rule button.

Within the Create a Rule pop-up menu, you can set the trigger date for your rule, the condition which will execute the rule action, and the task template which will be assigned if the condition for the rule is met.

This section also allows for a Recurrence schedule to be created. By toggling Recurrence ON, you will be able to set the repetition cadence for the rule as well as choose an end condition for the recurrence schedule.

  • All Network Users: This option will include all network users (excluding guest users) in the action when the trigger conditions are met.

  • Specific Users: Select individual users for the rule. Multiple users can be chosen at once.

  • Specific User Criteria: Choose users based on a selected criterion. Multiple criteria can be selected. The function operator AND will be assigned between the criteria.

If no users meet the condition set at the time the rule triggers, the action will still complete, but with 0 users affected. The rule will then re-evaluate at its next scheduled execution.

When completed, your rule may look something like this:

Breaking down the example:

This recurring rule will execute for the first time on 2/1/2024 at 4am EST, then trigger again every subsequent 3rd month on the first Monday of the month. Since no end has been set for the recurrence schedule, this rule will follow its trigger schedule indefinitely. This means that, every 3 months, users who've joined the domain within the past 90 days will be assigned the New Hire Onboarding Task List - General.

Unlike tracker workflow automations, all rules within task automations will execute, regardless of whether they have similar conditions and triggers.


Action Menu

Once a rule has been created, additional menu options will become available from the 3-dot menu.

Edit Rule - Click this option to bring up the Edit a Rule menu. From this menu, you are able to edit an existing rule.

Disable Rule - Disabling a rule will prevent the automation from triggering until it is re-enabled. A disabled rule will have it's Status changed from Active to Inactive, and vice versa when it is re-enabled.

Run Rule Now - This option allows you to trigger the automation rule to run immediately. This action will not affect the set schedule cadence for the rule.

Delete Rule - This option will delete the selected automation rule permanently. Please consider disabling the rule rather than deleting it as this will cause permanent data loss.


Automation Log

The automation log provides a comprehensive record of rule executions and changes. To access the automation log, select it from the New Automation Rule drop down menu.

Within this automation log, admin users will be able to review when a rule executed and the resulting action that took place. Admins can also search for the execution log of specific rules by typing it's name into the search bar towards the top of the item table.

This log also tracks activity changes made to individual rules. Click the Change Log tab to view when a rule was changed (enabled, disabled, created, deleted, edited), which rule was changed, and which user made the change. This view also includes a search bar for quick rule lookup.

Trigger - At the set date and time, the trigger will execute the action that’s configured for the user group selected in the condition field.

Condition - This section controls which users or user segments/criteria will be affected by the set Action.

Action - This field designates the task template that will be assigned to the selected condition group when the trigger executes. Only one task template can be assigned per rule. For additional templates, separate rules must be created.

🆕
🆕