⚡Automations, reminders and recurring pages

2Sync can handle part of the routine for you: set values when a status changes, notify the right people, remind about deadlines and create pages on a schedule. No developer needed.

Database rules#

A rule fires when a row is added to a database or a property changes, and performs one or more actions.

1. Open the database. For ideas, problems and tasks that's Backlog → Views and fields.

2. Click ⋯ on the view toolbar and choose ⚡ Automations.

3. Click + Rule and name it.

4. In the When row pick the event: a row is added or change in "Property" to a specific or any value.

5. In the Then row pick an action and click Save.

What actions can do:

• set "Property": write a value: an option, text, the date "today", check a checkbox or clear the field;

• notify: send a notification with your text to the row's author, whoever made the change, or the people in a Person property.

+ another action adds several actions to one rule. Uncheck Enabled to pause a rule.

Examples:

• status changes to "Done" → notify the author "Your record is done";

• a row is added → set status "Not started" and date "today";

• status changes to "In review" → notify the people in the "Reviewer" property.

Date reminders#

Tasks and problems have a Due date: a day before it the assignee gets a reminder, or the author if nobody is assigned. In databases, reminders are set on a date property: open the property settings and choose an option in Remind the row's people: on the day, 1 day, 3 days or 1 week before. The reminder goes to the people in the row's Person properties, or to its author if those are empty.

Recurring pages#

For daily stand-ups, weekly reports and regular checklists:

1. Prepare a template page in the wiki.

2. In the ⋯ menu choose 🔁 Repeat on schedule.

3. Choose how often: Every day, On weekdays or Once a month, and the time (Moscow time).

4. Choose where new pages go and how they are named. {date} in the title is replaced with the creation date.

A copy of the page with its text and properties appears on schedule. Create now creates a page right away without waiting.

FAQ#

Can one rule trigger another?#

No. Changes made by a rule don't trigger other rules, so automations never loop.

Who is notified about a page created on schedule?#

The person who set up the schedule.