Task Rules

Overview

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Rule

A task's name (rule) should clearly convey its purpose and describe the action to be taken or the topic it addresses.

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Description

The description will give you a little more information on what the rule will look for and create a task for.

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Suggested Tasks

Suggested tasks are tasks that can be/ have been created because they matched the conditions that were set in the rule.

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Category

You can have multiple categories where you can place the rule in, for example:

⚙ Admin

⏱ Cadence

⚠︎ Alert

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Active

You can decide if you want to put your rule on active, you could pauze it by changing the rules active status or you can create the rule but you want to hold off on setting it live.

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Actions

Below the action button you can either edit or delete the rule you created.

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Add Rule

To add a rule you can fill in the following:

• Name → name of the task

• Description → write a short explanation about the task

• Category → you can categorise the task you created

• Priority → when a task has been created based on a rule it will get a certain priority based on the priority that you add to the rule. (Lowest, Low, Medium, High, Highest)

• Active → you can check the active button if you want the rule to start creating tasks

• Rule → setting different conditions to reach the audience you are looking for and you want to create tasks for (a longer explanation below)

Setting Rule

When you want to create a new rule you can add conditions to achieve what you are trying to find.

1

What do you need to use to find your answer?

Pick one of the labels you want to use (1st picture above)

2

What numbers are you looking for?

Set the rule to what numbers you want the rule to look for (2nd picture above)

3

What number do you want to use?

Pick a number you want the rule to look for

4

Need more conditions?

You can add more conditions to a rule bij clicking the (+). You are then able to set it to (or / and) depending on what you are looking for. (3rd picture above)

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Examples

Here are some examples of what you could put into the rules. You can add as many requirements as you need to find the information you are looking for.

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