Initiative Automations

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• Availability
  • Plan: All
• Roles and Permissions 
  • Enable Automation: Admin
  • Edit Automation: Admin
  • Delete Automation: Admin

Initiative Automations

Initiative Automations are pre-defined rules that trigger specific tasks or actions related to your Initiatives when certain conditions are met. The rules follow the below format:

When x action is performed on an Initiative, y action is triggered.

For example – the rule: “ When an Initiative is linked to an Idea, the Initiative will inherit the Idea’s attributes” means that when you link an Initiative to an Idea, the Automation will automatically add the Idea’s tags to the Initiative, saving you time and ensuring consistent information across your work.

The aim of Initiative Automations is to streamline and simplify how you organize and manage Initiatives in ProdPad, helping you maintain better visibility, save time, and keep your roadmap consistently up to date. 

If you don't see the rule you need in the automation list, you can request it by clicking this link here. If we receive enough requests for that particular rule, we'll add it to the Automations for you. You'll also be able to access the request from by navigating to Settings > Account Settings > Automations and clicking the "Request an automation" button. 

Available Initiative Automations

Inherit Idea attributes when linked

This automation allows you to link an Idea to an Initiative and inherit the Idea's attributes in the form of tags. Any tags that have been assigned to the Idea will be automatically assigned to the Initiative. 

Archive associated Ideas when completed

This automation allows you to archive associated Ideas when an Initiative is moved to completed. When an Initiative is moved to completed, any linked Ideas that are in the Unsorted or Backlog column will be archived automatically.