Automations on iOS

This feature is available to Pro and Business users

Every project has boring, repetitive busywork. Use the MeisterTask mobile app to automate repetitive actions in your workflow, saving you time and allowing you and your team to focus on what matters

 


 

In this Article: 

 

Confused?

If you're not sure you understand automations, take a look here for more information.


 

Which Automations Can I Access From the iOS App?

From the iOS app, you can currently add 8 different automations to any section of your project. Once an automation has been added to a section, it will be immediately triggered whenever a task is moved into or created in that section.

The following automations can be added on the iOS app: 

 

  • Assign Task
  • Update Status
  • Move Task
  • Send Email
  • Set or Remove Due Date
  • Add or Remove Tags
  • Start or Stop Time Tracking 
  • Add Checklist

 

Please Note: The following automations are NOT available on the iOS app:

 

 

Remember

For the Slack and Office365 automations, you must integrate your MeisterTask account with Slack or Office365.


 

Add Automations

To add automations to your project:

 

  1. Navigate to the Projects Tab by tapping the rocket icon at the bottom of the screen. 
  2. Open your project.
  3. Choose the section you'd like to add an automation to. 
  4. Tap the small arrow on the right side of the section header.
  5. Tap Edit.new_edit_section_screenshot.png
  6. Tap Add Automation.
  7. Tap Add Automation again to confirm your choice.
  8. Select the type of automation you'd like to add.

 

Edit Automations

Existing automations can only be edited in the web app. Learn more here.


 

Delete Automations

To delete automations from your project:

 

  1. Open your project.
  2. Navigate to the section which includes the automation you'd like to delete.
  3. Tap the small arrow on the right side of the section header.
  4. Tap Edit.
  5. Tap the Automations menu.
  6. Swipe left across the automation you'd like to delete. 
  7. Tap the red Delete button which appears.
    delete_automation_screenshot.png

 

Still scrolling?

Learn more about the MeisterTask iOS App: