The most expensive part of running projects isn’t the work — it’s remembering the routine around the work. Re-assigning a task every time it changes hands. Creating the same follow-up after every kickoff. Nudging someone when a due date slips. Kliently’s new automations take that off your plate.
How a rule is built
An automation is a simple “when this, do that.” You pick a trigger — a task is created, or a task moves into a particular status — and then one or more actions.
Set priority — e.g. anything that hits “Blocked” becomes Urgent
Assign to a teammate — route “In Review” tasks to your editor automatically
Create a follow-up task — spin up “Send recap” whenever a task is created
Notify someone — ping the project lead when work reaches “Done”
Three rules worth stealing
Editorial hand-off
When a task moves to “In Review,” assign it to your editor and notify them. The writer never has to remember who’s next.
Kickoff checklist
When a task is created in a new engagement, create a “Schedule kickoff” follow-up due in two days. Nothing slips through on day one.
Escalation
When a task lands in “Blocked,” set it to Urgent and notify the project lead so it gets unblocked fast.
Automations live under Settings → Automations and run the moment a task changes. Build one in under a minute and stop doing the same three clicks forever.
The Kliently Team
Product