Automations can fill in a task’s custom fields for you. Use the Create Task and Update Task actions in an automation to set them, so tasks arrive with the right priority, type, or reviewer without anyone filling them in.
Set Custom Fields on a New Task
In the Create Task action, fill in the custom field values the new task should start with, for example Priority set to High. The Create Subtask action works the same way.
Change Custom Fields on an Existing Task
In the Update Task action, choose which custom fields to change and the values to set.
Example: when a task’s status changes to In review, set its Reviewer field to the team lead and its Priority field to High.
Which Custom Fields You Can Set
If the automation works on tasks in one project, you can set that project’s custom fields. If it can run on several projects, only library custom fields are available. The automation still runs on projects that don’t use them.
You can set text, number, date, person, single-select, and multi-select fields.
👉 For more on the action step, see Completing Automations: Configuring the "Then" Step.
👉 For ideas, see Automations: Examples and Best Practices.