How Do I Create an Automation To Change the Status of a Work Order and Create a Task?

This Time-based Automation will change a Work Order's Status as well as create a Task after the Work Order has been in that Status for a certain number of days.


  1. Choose the "Time based" trigger type
  2. Select the "Work Order" trigger record
  3. Run this automation: "X" (Where X is the amount of time in Minutes, Hours, Days, Weeks, Months, or Years) "After" "Date Status Changed"
  4. Select +Add Condition
    1. If "Type" is "Roof" (Workflow Types vary depending on your settings)
  5. Select +Add Condition again
    1. If "Status" is "Assigned" (Status names may vary depending on your Workflow)
  6. Check the radio for "Require all conditions to be true"
  7. Select +Add Action
  8. Choose the "Create Task" Action
  9. Create your Task and choose the assignees, then click "Save"
  10. Select +Add Action again
  11. Choose the "Change Status" Action
  12. Select the appropriate Workflow Type and Status into which you want the Work Order to move
  13. Save the Automation when you are finished


Check out this Webinar episode for more Work Order Automation tips and tricks!