Add Workflow

In 5day.io, Add Workflow lets you create a new automation rule that runs automatically inside your project. One click and your team never has to remember those repetitive steps again.

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Permission Set

You should have Edit Project permission to manage workflows in the project.

Add Workflow

Follow these steps to create your workflow:

1. Go to your project -> click the three dots -> Project Settings -> Workflows
2. Click + Add Workflow
3. Fill in the details:

Field	Description
Name	Give it a clear name like “Auto-close completed tasks” or “Alert on overdue”.
Icon and Color	Pick an icon and color so it’s easy to spot in the list.
Description	Add a short note about what this workflow does – helps teammates understand later.

Define a Rule

This is the brain of your workflow – the exact “if this, then that” logic.

• Trigger (mandatory): The event that starts the workflow.
• Certain examples are like:
  • Task status changed
  • Due date passed
  • New comment added
  • Subtask completed.

• Conditions (optional): Extra checks before running.
• Certain examples are like:
  • Only if Priority = High
  • Only if Assignee = Marketing Team
  • Only if Tags contain “urgent”.

• Action (mandatory): What actually happens.
• Certain examples are like:
  • Change status to Done
  • Assign to Manager
  • Add tag “review-needed”
  • Send notification
  • Move to section “Section 5”.

4. Save your workflow.

Your new workflow instantly appears in the List of Workflows and starts working immediately (toggle it off anytime if you want to pause it). That’s it - one workflow, hundreds of clicks saved every week!

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