Requires permission to manage property rules and the rules feature. Rule configuration is separate from module autonomy and action permissions.

Steps

  1. Open Automation Rules and inspect existing rules for the same event. Choose New Rule or Edit on the intended rule.

  2. Optionally use Start from Template, then enter Rule Name, priority, description and Trigger Event.

  3. Use + Add Condition to specify field, comparison and value when the action should run only under particular conditions. Add each required action with + Add Action and fill its task or notification fields.

  4. Decide whether Activate rule immediately is appropriate, then save/create the rule. Confirm it appears with the intended active state and exact event/conditions/actions.

  5. Use the rule’s activation control to disable or enable it, Duplicate to start a separate rule, or Delete to remove it after reviewing the confirmation. Verify the resulting list; a duplicate can cause duplicate operational actions if both are active.

  6. For completed/cancelled task retention, set Task Archive Settings days and blocked hours, choose Save, and confirm the stored values. This setting is separate from an event-driven rule.