Thanks to conditional actions in Uspacy, you can automate the creation of task chains. That means you can configure it so that a new task is automatically generated once the previous one is completed. This helps reduce routine work, ensures consistent execution, and prevents any steps in your workflow from being missed.
⚙️ Let’s look at an example: employee onboarding
After completing the first task — Step 1. Introduction to the company’s product — the next one is automatically created, such as Step 2. Setting up the work environment, and then Step 3. Learning the tools of sales manager, and so on.
This type of task chain allows all stages to be completed in a structured way — without omissions or the need for manual control.
Preparatory steps
The first task in the onboarding chain, i.e. Step 1, is created by the responsible employee.
☝🏻 To simplify the process, a pre-made template is usually used.
All subsequent tasks will be created using preconfigured step-by-step conditional actions.
⚙️ Setting up the conditional action (Step 2 in the chain)
First, select the trigger. In our example, this is a task change.
Then, specify the group whose tasks will trigger the automation.
Also, define the status the task must reach in order for the automation to execute.
Additionally, specify the task title — this ensures the automation only runs when the correct task is completed.
💡 All three conditions must be met simultaneously.
The action will not trigger if, for example, the task gets a different status (like In progress) or has a different title.
Next, specify the action: Create – Task.
Fill out the basic fields in the task creation form with the required values.
You can also add additional fields if you want the task to include other important parameters or information.
☝🏻 While configuring automations, you can use mathematical operations to create dynamic conditions, calculations, and execution logic.
🔍 You can read more about mathematical operations in conditional actions in this article.
Once everything is ready, click Create conditional action.
✅ Result (Step 2)
The user completes the first task.
Then sees that the next task in the chain — Step 2 — has already appeared.
⚙️ Setting up the conditional action (Step 3 in the chain)
Repeat the same configuration steps:
🟣 Define the trigger (task change);
🟣 Specify the conditions (completion of a task with the title, in the specified group);
🟣 Set the action (create the third task in the onboarding chain);
🟣 Create the conditional action;
✅ Result (Step 3)
The user completes the second task.
And sees that the third task in the chain is automatically created.
⚙️ Setting up the conditional action (Step 4 in the chain)
Again, repeat the same configuration steps:
🟣 Define the trigger (task change);
🟣 Specify the conditions (completion of a task with the standard name, in the specified group);
🟣 Set the action (create the fourth task in the onboarding chain);
🟣 Create the conditional action;
✅ Result (Step 4)
The user completes the third task.
And sees that the fourth task in the chain has already appeared.
✅ Done!
You can continue this way to build out a full task chain — as far as your workflow requires.
If you have additional questions or you need to contact the support, send a request to this email [email protected]