Think of the "When" step as the starting point that sets off a series of actions, like the first domino that falls and knocks down the rest 💨.

In Productive's Automations, defining the "When" step is crucial because it sets the rules for what happens next. Before adding anything to your automation, such as "Check if" conditions (optional) and "Then" actions (mandatory), specifying a "When" step is essential.

1) To add a "When" step (the first step in creating an automation), go to Settings > Automations > + New automation.
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Pro tip: To create an automation governing tasks, budgets, or deals directly from a project, budget or deal, click the robot shortcut icon in the upper-right corner 🤖.
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2) Select "When" to open the "When" setup window on the right.

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3) Choose the action that will trigger your automation. Consider the "When" options, such as:

4) Once you've configured the "When" step, save your changes by clicking "Apply" in the lower right corner of the menu.

Then, proceed with creating either a "Check if" step if you need to fine-tune your automation rule further, or a "Then" step if you're ready to finalize your automation.