Automate tasks for updates in lead/project status. For example, send to-do tasks on deposit received, remind salesperson on "appointment canceled" lead status, or create tasks for crew on jobs
You can automate to-do tasks to populate every time a lead status or project status updates. Some use cases for this would be, sending a to do task to someone in the office when a deposit is received, a reminder for a sales follow-up if a lead goes into an "appointment canceled" type of status, or to do tasks for crews out on the job. In this example, we'll set a to-do task to be sent to the project manager every time a job is in progress.
1. Click on Admin
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps413cf4a4-909a-400b-8c77-b2c78d8ff9801fe94643-c5e6-4637-8a18-fa02f8349a3e.png)
2. Click on Configure
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps8bce3872-c542-4db2-ac48-045be1f39017858feb85-ee6f-4c8b-b550-131681b997ea.png)
3. Click on Project Statuses (Or Lead Statuses if you want your to do task on a client lead based status)
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps1cadf012-9218-47ad-b8b4-5cc213c9c669969cca01-7d74-4c23-a248-984cca8a4387.png)
4. Click on the In Progress Status (or whichever status you want the to-do task(s) on)
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsfbc6e539-b1d4-4a3d-a385-fa93def4b1fa8a12c7cb-4401-4d8a-8c5f-8ca099be62b1.png)
5. Click on New Automation
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps8c8bf9f9-cac3-4968-8619-700c9ded2e7ac9e5b637-7c03-48ba-94ac-a51ab91d7e46.png)
6. Name your automation
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsdae66e76-1f4a-4d68-b246-16db3bcede85c16395fc-e5cd-4d90-b7d0-c7d5ac3a0215.png)
7. Click on -- Action Type --
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps07cc2cb0-6ef1-495b-84c7-261707f0420c9756ae25-cbf9-498b-aa4d-71430e2dd82f.png)
8. Select "Create To-Do"
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsdf225e20-6886-4e23-acf5-bfd04fed222036c6ee52-9a2d-465e-a3db-93b1f5ca3214.png)
9. You can choose if you want this To Do to populate on weekends and holidays
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsc1842e28-c2b8-4963-a8c3-bca1d579c5d91cd6e0a0-219f-43f6-9c02-a19814e7f625.png)
10. Click Save
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepse8a4d8bd-6bf1-419e-98d6-41dd698ad41216320bcc-593e-425b-8062-952a944c15c9.png)
11. Click on New To-Do Action
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsd3569a2c-8fd4-45d1-981e-6b9a0748066a8c45b534-f4ba-4d45-a902-d093827c03d0.png)
12. Choose a time frame for when you want this task to show up on someone's to-do list.
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsbb96b585-3bb9-4c93-8dc4-bba56603d289cb23f109-25a4-438e-94d3-d89711aa34cb.png)
13. Assign to who should get the task
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps5e335b9e-211e-4334-8b00-5df6b20d5780b9622b4c-cae3-4f41-8f1e-7827bd71e1ff.png)
14. You can update/edit what the to do task title is
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps09a0583c-3b8e-470c-8a95-57b0563f05d176f57968-e525-4640-9eb7-bb8befdc03e5.png)
15. Type the task to be done.
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17steps2ea2bb98-aeb1-4909-88fe-ec13b91caa70a4f07472-1ef1-476a-8bf7-eb527ac82dde.png)
16. Click on Save & Close
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsc8ccfdca-9ddb-405a-9082-a13d411bf492be1fcb08-66cc-498a-ad71-e16d529600e6.png)
17. Click on Save & Close two more times and you're all set!
![](https://help.builderprime.com/hubfs/Knowledge%20Base%20Import/images.tango.usworkflows0b1baab9-c48b-4c7a-98c5-799c1e240e17stepsc6773c52-c887-46cc-8ce6-2d76a9cbe012bc5e8792-5d7f-42db-b665-24a772ccfc4a.png)