Automate Task Processing with Automation
Learn how to use the Automation feature to automatically change due dates, manage tags, update statuses, and more for tasks that match specific conditions.
This article explains how to use the Automation feature to automatically update tasks. You can automatically change due dates, add or remove tags, update statuses, and set Sleep for tasks that match specified conditions.
Open the Automation Panel
- Click “Automation” in the sidebar.
- The Automation management panel will open.
The panel displays a list of rules on the left and an editing area on the right.
Create a New Rule
- Click the “Add Rule” button in the rule list.
- An editing form will appear on the right side.
- Configure the following sections.
Set Basic Information
Expand the Basic Information section to configure it.
- Rule Name: The name of the rule (e.g., “Postpone overdue tasks to tomorrow”)
- Trigger (Execution Timing): When to execute the rule
- Description: A description of the rule (optional)
Trigger Types
| Trigger | Description |
|---|---|
| Manual | Runs only when you click the “Run” button |
| On App Launch | Runs automatically when kakiko starts |
| Daily | Runs automatically when the date changes and on app launch (once per day) |
Set Filter Conditions
Expand the Filter section to set conditions for target tasks.
Available filter conditions:
- Status (Not Started, In Progress, Paused, Completed)
- Tags (include/exclude specific tags)
- Due date (Today, This week, No due date, Overdue, etc.)
- Project
- Sleep status
When multiple conditions are combined, only tasks matching all conditions will be targeted.
Set Actions
Expand the Action section to add the operations to perform.
- Click the “Add Action” button.
- Select the action type.
- Enter the required parameters.
When multiple actions are added, they are executed from top to bottom.
Due Date Actions
| Action | Description |
|---|---|
| Set due date to specific date | Set a specific date as the due date |
| Set due date to relative date | Set Today, Tomorrow, This weekend, Next week, etc. as the due date |
| Shift due date | Move the current due date by a specified number of days |
Tag Actions
| Action | Description |
|---|---|
| Add tag | Add a specified tag |
| Remove tag | Remove a specified tag |
| Replace tag | Replace a specific tag with a different tag |
Other Actions
| Action | Description |
|---|---|
| Change status | Change the task status |
| Set Sleep | Set the task to Sleep mode |
| Remove Sleep | Remove Sleep mode |
Preview the Results
Expand the Preview section to see the rule’s execution results before running it.
- A list of tasks matching the conditions is displayed.
- Changes to be applied to each task are shown with badges.
- The count is displayed as “Target: X items / Changes: Y items”.
Review the changes before running or saving the rule.
Save a Rule
- When configuration is complete, click the “Save” button.
- The rule is saved and will run according to its trigger.
Run a Rule Manually
- Select the rule you want to run from the rule list.
- Click the “Run” button.
- Actions will be applied to tasks matching the filter conditions.
Rules with triggers other than “Manual” can also be run manually.
Disable (Enable) a Rule
Automation rules can be temporarily disabled.
- Toggle the enable/disable switch in the rule list.
Change Rule Order
When you have multiple rules, you can change the execution order.
- Click the “Reorder” button in the rule list.
- Use the up/down arrows to move rules.
- Exit reorder mode.
For On App Launch and Daily triggers, rules are executed in order.
Delete a Rule
- Select the rule you want to delete in the rule list.
- Click the “Delete” button.
- Click “Delete” in the confirmation dialog.
Disable a Rule
- Uncheck the “Enabled” checkbox in the rule editing area.
- Click “Save”.
Disabled rules will not run automatically, but can still be run manually.
Usage Examples
Postpone Overdue Tasks to Tomorrow
- Filter: Due date = “Overdue”
- Action: Set due date to relative date = “Tomorrow”
Clean Up Tags on Completed Tasks
- Filter: Status = “Completed”, Tag = includes “In Progress”
- Action: Remove tag = “In Progress”
Sleep Tasks in a Specific Project
- Filter: Project = “On Hold Project”
- Action: Set Sleep = “Next month”
About Relative Dates
Relative dates like “Today” and “Tomorrow” are calculated based on the date when the rule is executed.
- They are evaluated at execution time, not at save time.
- For rules with a Daily trigger, a different date is set each day.