TL;DR
Board Settings → Automations → "+ New Automation" → pick a trigger (when something happens) → optionally add conditions → choose an action (assign, notify, move task). Save and turn it on. Free plan: 50 runs/month; Pro: unlimited.
What are automations?
Automations are rules that run when something happens in Milestone (e.g., a task moves to "In Review"). They can assign people, send notifications, or update tasks without manual steps. One rule, repeated automatically.
Prerequisites: Board admin or workspace admin. You need Slack connected for Slack notifications.
How automations work
Every automation has three parts:
| Part | What it does | Example |
|---|---|---|
| Trigger | When it runs | Task moves to "In Review" |
| Condition (optional) | Extra filter | Only if label = "Urgent" |
| Action | What happens | Assign to QA lead |
Create your first automation
- Open a board → Board Settings (gear icon).
- Go to Automations.
- Click "+ New Automation".
- Choose a trigger (e.g., "When task status changes to...").
- Add conditions if needed (e.g., project, label).
- Choose an action (e.g., assign to, move to column, send Slack message).
- Save and toggle On.
Example automations
| Use case | Trigger | Action |
|---|---|---|
| Auto-assign to QA | Task moves to "In Review" | Assign to QA lead |
| Due date reminder | Due date is tomorrow | Send Slack notification |
| Auto-complete parent | All subtasks done | Move parent to "Done" |
Limits and plans
| Plan | Automation runs |
|---|---|
| Free | 50 per month |
| Pro | Unlimited |
Troubleshooting
| Issue | What to try |
|---|---|
| Automation didn't run | Check trigger and conditions. Ensure the automation is toggled On. |
| Slack notification not sent | Verify Slack is connected. Check channel permissions. |
| Hit run limit | Upgrade to Pro for unlimited runs, or reduce automation frequency. |
Next steps
Trigger, conditions, and actions deep dive, or set up Slack for notification actions.