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        • Different types of triggers
        • Set a trigger
        • Add an action
        • Add a conditional or control step
        • Work with the task list
  1. Create a custom automation
  1. Using automation
  2. Create a custom automation
  3. Work with the task list

Work with the task list

When you're designing an automation, you might not complete it in one session.

When you come back to an incomplete automation, you can see a list of the tasks that are not finished that you can use to complete the automation.

To use the task list:

  1. In the left pane of the automation designer, check the task list for any pending tasks indicated by .

    Task list in the left pane of the automation designer

    This pane contains a list of the unfinished tasks associated with the automation. If you add more steps, more tasks are added to the list.

    Important

    You must complete all the tasks contained in each step of the workflow to enable you to activate your automation. Until all tasks are completed, your automation has an Incomplete status.

  2. To go directly to the dialog for a particular task, click an incomplete task in the list.

  3. Fill out the required fields and click Save.

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