Sorting, Grouping, and Tagging for Automation Rules
We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.
We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
Leighton Ross commented
In reference to the above JN comment, being able to rearrange them just like we are able to with Task types and Note types would have been more useful than alphabetical order.
I have to label my automations like this... " Abcc - Scheduling" "Abcd - Scheduling Review" to get them in order.
At minimum, the sorting feature would make a big impact.
Second, grouping would be nice. Especially if you could group them in an accordion style so that you could collapse or expand the groups in order (would also require you to be able to sort groups).
Not sure exactly how tagging could be useful because you can already see the general rules for each automation.
However, it would be nice to be able to see more information in the table-view about each action, and if you could edit automations and actions without a pop-up window.... or at least without losing your place. Right now, if I want to edit an automation, when I finish I get booted back to the top of the automations list. It makes it take a lot longer for me to work through them all when big changes need to be made.
Keith Kaan commented
In addition to sorting by tags, it would be very useful if automation rules could test for tags and when it creates things like tasks one should be able to assign an appropriate tag to the task being created.
Michael Robb commented
Can automation rules be sorted or how can we find out how they are sorted? It's very confusing to try and find them when you have a good number of rules setup.