Task not showing up when creating automation

If a task isn't appearing in the dropdown when you're trying to create a "When task completed" automation, the most common reason is that you've already created an automation for that specific task.

Check for existing automations

Each task can only have one automation trigger. If you've already created an automation for a task, it won't appear in the dropdown when creating a new automation.

To check if an automation already exists:

1. Look through your existing list of automations

2. Find the automation that uses your task as a trigger

3. Click into that existing automation to add additional actions

Other troubleshooting steps

If you don't see an existing automation for your task, verify:

• Location: Confirm you're building the automation in the right place - either in the Playbook (Library → Playbooks → Automations) or within a specific Project (Project → Automations)

• Task exists: Make sure the task actually exists in the Playbook or Project you're working in

• Task type: Check whether it's a regular task vs. sub-task, and if it's part of a module or checklist

You can also try creating the automation from the other location (Playbook vs. Project) to see if the task appears there.