Overview

Tired of creating the same task or sending the same email manually every time? Automations can help! This guide walks you through how to automatically create tasks and send emails when specific events happen in Supermove.

Need a full breakdown of available triggers and actions? Check out our Events & Actions Overview article.

Create a Task Template

1. Navigate to Settings > Tasks
2. Click Create Task Template
3. Fill in:
   • Task Name (Required)
   • Template Name (Required)
   • Due In, Assignee, and Details (Optional)
4. Click Save

Note: See a full-length article on how to create a task template here

Create an Email Template

1. Navigate to Settings > Email
2. Click Create Email Template
3. Choose Custom Email Template as the template kind
4. Add:
   1. Recipients
   2. Subject Line
   3. Email Body
5. Click Save

Note: See a full-length article on how to create an email template here

Create an Automation Using Your Templates

1. Navigate to Settings > Automations

2. Click Create Automation

3. Enter a name for your automation and click Save

You will be navigated to the automation builder page

4. Select the event that will trigger the automation (e.g., Project > New Project Created)

5. Choose which Project Types this should apply to

6. Click Done

7. Click +, then select Create Task

8. Choose the Task Template you created

9. Click Done

Note: To add more tasks, repeat steps 7–9.

Additional Steps Optional

10.Click +, then select Send Email

11. Choose the Email Template you created

12. Click Done

13. Click on Save automation

14. Toggle the automation to Active

That’s it! Your automation is now live. Whenever the trigger event occurs (e.g., a new project is created), Supermove will automatically create the task(s) and send the email(s) you configured.

Have additional questions? Please get in touch with our Support Team at help@supermove.com