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Task assignment and progress updates in project management tools

Purpose

1.1. To automate assigning tasks and updating progress in project management tools, ensuring advertising teams collaborate on briefs, campaigns, and deliverables without manual follow-ups.
1.2. Enables seamless communication between managers, creatives, copywriters, and clients by providing real-time visibility into task allocations and status.
1.3. Reduces errors and delays in campaign roll-outs by centralizing notifications and updates.
1.4. Integrates agency processes across messaging, approvals, revision tracking, and client updates.

Trigger Conditions

2.1. New campaign or project created in the project management system.
2.2. Task status changes (e.g., In Progress, Review, Complete).
2.3. New comment or file attached to a project item.
2.4. Team member assigned or removed from a task.
2.5. Approvals or feedback submitted by client or management.

Platform Variants


3.1. Asana
• Feature/Setting: Webhooks for task creation; API for updating task status
• Sample: Configure webhook to trigger on any new task or section change

3.2. Trello
• Feature/Setting: REST API for card creation/movement
• Sample: Use the endpoint to auto-assign cards or update progress labels

3.3. Monday.com
• Feature/Setting: GraphQL API for item updates and status changes
• Sample: Set mutation to assign users and post updates via board automation

3.4. Jira
• Feature/Setting: Webhooks for issue transitions; REST API for status updates
• Sample: Automated status update when sprint backlog items are modified

3.5. ClickUp
• Feature/Setting: API for creating and updating tasks
• Sample: Set endpoint to update task assignees and comments when files are added

3.6. Basecamp
• Feature/Setting: Webhooks for new to-do; API for status changes
• Sample: Trigger assignment or progress messages with to-do creation event

3.7. Wrike
• Feature/Setting: API endpoints for task creation, status updates
• Sample: Auto-assign roles and send progress notifications with API call

3.8. Smartsheet
• Feature/Setting: Webhooks for row addition/changes; API for cell update
• Sample: Use row change trigger to reassign resources or send alerts

3.9. Notion
• Feature/Setting: Integration API for page creation/updating properties
• Sample: Auto-update task owner and progress status properties on change

3.10. Microsoft Teams
• Feature/Setting: Graph API for message posting and Teams task updates
• Sample: Post task notifications directly into selected channels on triggers

3.11. Slack
• Feature/Setting: Incoming Webhooks for alerts; Slack API for channel posts
• Sample: Push assignment and completion notifications as Slack channel messages

3.12. Google Workspace (Sheets/Tasks)
• Feature/Setting: Google Apps Script for on-edit triggers and task updates
• Sample: Auto-email or task update in response to row or cell value change

3.13. Airtable
• Feature/Setting: Automations for record updates; REST API for new assignments
• Sample: Send update emails or Slack notifications when records change status

3.14. ProofHub
• Feature/Setting: Webhook for new task/comment; API for progress updates
• Sample: Auto-alert stakeholders on finished tasks

3.15. Zoho Projects
• Feature/Setting: API for task events; Webhooks for comments/status
• Sample: Alert assigned user or change task owner if status is updated

3.16. Workfront (Adobe)
• Feature/Setting: REST API for updating assignments and progress
• Sample: Automatically adjust workload distribution when new task added

3.17. Freshdesk
• Feature/Setting: Automations for ticket/task updates; API for collaborator assignment
• Sample: Auto-update marketing project ticket status and assign specialist

3.18. Teamwork
• Feature/Setting: API for task status, assignment, and notification
• Sample: Schedule message to project team if milestones met or delayed

3.19. MeisterTask
• Feature/Setting: Webhooks for section/card moves; API for task updates
• Sample: Trigger workflow on card move; auto-assign based on predefined rules

3.20. Podio
• Feature/Setting: API for item creation/update; Webhooks for app item events
• Sample: Auto-send update or assign lead creative as project progresses

3.21. QuickBase
• Feature/Setting: Webhooks for record change; API for assignment
• Sample: Notify account manager when creative deliverable moves to review

Benefits

4.1. Ensures real-time, transparent communication between creative, account, and client teams.
4.2. Reduces manual updates; minimizes oversight and project stalling risk.
4.3. Enhances accountability by clear assignment and automated progress feedback.
4.4. Enables multi-platform collaboration without duplication of work or status checks.
4.5. Centralizes updates to ensure compliant documentation and simplified reporting for campaigns.

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