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

1. Click “Automation” in the sidebar.
2. 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

1. Click the “Add Rule” button in the rule list.
2. An editing form will appear on the right side.
3. 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

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.

1. Click the “Add Action” button.
2. Select the action type.
3. Enter the required parameters.

When multiple actions are added, they are executed from top to bottom.

Due Date Actions

Tag Actions

Other Actions

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

1. When configuration is complete, click the “Save” button.
2. The rule is saved and will run according to its trigger.

Run a Rule Manually

1. Select the rule you want to run from the rule list.
2. Click the “Run” button.
3. 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.

1. Toggle the enable/disable switch in the rule list.

Change Rule Order

When you have multiple rules, you can change the execution order.

1. Click the “Reorder” button in the rule list.
2. Use the up/down arrows to move rules.
3. Exit reorder mode.

For On App Launch and Daily triggers, rules are executed in order.

Delete a Rule

1. Select the rule you want to delete in the rule list.
2. Click the “Delete” button.
3. Click “Delete” in the confirmation dialog.

Disable a Rule

1. Uncheck the “Enabled” checkbox in the rule editing area.
2. 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.