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Work item automations in CWM › Use › Collaborative Work Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create automations in CWM

Add conditions to build task automations for CWM Boards and help your team save time from manual task updates.

Before you begin

Create a Board in CWM.

Role required: sn_cwm.cwm_user

Procedure

  1. Navigate to Workspaces > Collaborative Work Management.

  2. From a Space, select a Board that you want to create automations for.

  3. From the Board header, select Automations.

Image omitted: cwm-automations-button.jpg
Automations in CWM Board.

  1. Choose a predefined template.

    • If it's your first automation, choose a template to get started.
    • If automations exist already, select New automation and then choose a template.
Image omitted: cwm-automations-choose-template.gif
Choose a template for automation.

  1. Add conditions for automating the activities of updating a field, sending an email, or sending notifications.

    You can add multiple conditions to act as triggers to an automation. For example, an automation can be created to send a notification to everyone in the Space when it meets the following conditions:

    • Task priority is high.
    • The start date is three weeks away.
Image omitted: cwm-automations-multiple-conditions.jpg
Automation conditions.

  1. Select Add automation.

  2. Repeat the steps to add more automations.

    Note: You can create up to 10 automations for a Board and the automations are applied only to CWM tasks and not any connected work items on the Board.

What to do next

Manage or delete automations in CWM.

Parent Topic:Work item automations in CWM