We’re excited to roll out a major productivity boost in Upbase: Automations!

Now you can automate repetitive actions and focus on what really matters—getting work done.

With just a few clicks, you can create automation rules like:

✅ When a task is marked complete, move it to the “Done” section
✅ When a task is added to a list, assign it to someone automatically
✅ When a task is moved to a section, share it with guests
✅ And much more…

No more manual updates. No more dropped balls. Just smarter workflows running on autopilot.

How to Get Started

1/ Click the Automations icon at the top-right corner of the Tasks view in any list to create your first automation.

2/ In the Automations modal, click Add Rule. Choose a trigger andone or more actions, then click Save – your automation is now active!

Important Notes

• Automations cannot trigger other automations
• Each automation supports one trigger, but multiple actions
• Automations are currently only available on the web app. They do not work on the mobile app yet—but we’re working on it!

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🚧 This is an early beta release, and we’re just getting started. More powerful features are on the way—stay tuned!