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Task completion (Done) after status change (Done)

Task completion (Done) after status change (Done)

We’ll show you how to set up a CA that automatically changes a task’s status to Done when it is moved to the final stage of work

By configuring a conditional action, you can automatically update a task’s status to Done as soon as its stage changes to Done. This is useful when work is considered finished after a certain stage, eliminating the need to manually update the status. Automation helps prevent missed tasks and keeps your processes organized

Step-by-step setup below ⬇️

Setting up the Conditional Action

Select the trigger. In our example, it’s a task change.

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Set the condition. Specify the group whose tasks will trigger the automation.

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Select the stage the task must move to in order for the automation to run.

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💡 Both conditions must be met at the same time. The conditional action won’t work if you move a task from that group to any other stage.

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Select Change fields as an action.

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Select Task as the entity whose fields need to be changed.

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Add the Status field and set it to Done.

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Once everything is configured, click Create.

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Result

Move a task from the specified group to the designated stage.

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You’ll see that its status is automatically updated to Done

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If you have additional questions or you need to contact the support, send a request to this email [email protected]

Created: June 20, 2025