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Choose what an automation runs on

An automation's Target decides where each run files its work: one task per project, or one task per node. The same control picks either, in three modes. The choice is a rule worked out again at every run, so it stays right as projects and nodes come and go.

Who can do this: Automations are shown only to Owners and Admins of your organization.

Pick projects or nodes​

  1. Open the automation, or select ＋ on the Automations tab for a new one.
  2. Under Target, pick Projects or Nodes.
  3. Read the line under the control: One task per project, filed into each., or for nodes, one task per node, pinned to it. See Node targets.

Switching between Projects and Nodes clears the selection, and the control says so: Type changed, selection cleared. Pick projects. (or Pick nodes.). Pick again before you save.

Choose which ones​

  1. Select the control under Run in projects or Run on nodes. The list opens with a search box.
  2. Pick a mode at the top:
    • All — every one, including any added later.
    • Specific — only the ones you tick. One added later is left out.
    • All except — every one except the ones you tick, including any added later.
  3. Tick items or clear their boxes, typing in Search projects or Search nodes to find one. Arrow keys and Enter work too.
  4. Use the shortcuts to start over: Select all switches to All, Clear empties the selection, and Except… switches to All except with nothing excluded yet.
  5. Read the line at the bottom: Will run on 3 of 6 projects. It is worked out from your organization as it is right now.
  6. Select Done (on a phone, close the list). Closed, the control reads as a sentence, such as 2 projects: billing, website or All projects except docs. Hover it to see every name.
  7. Select Save (or Create for a new automation).

If you tick every item in Specific, the list reminds you: Use All to include new ones.

Clearing one item's box while on All switches to All except with that item excluded, so the rest stay included.

When a project or node is removed​

If a project or node you named is deleted, the automation doesn't forget it silently. It shows as a red chip at the top of the list, and in the closed sentence, with (removed) after its name.

  1. Open the list and find the red chip.
  2. Select ✕ on the chip to remove it.
  3. Select Save.

Until you do, in Specific a removed project makes its part of each run fail with Error, and the automation can show Failing. A removed node is skipped.